The global debate 

Videos : News : New Media : Articles

Financial Times Insight: Why volatility is here to stay 

 

The “goldilocks” trade of the past year — the bet that a period of unnatural calm in financial conditions would last indefinitely — has broken down. First published on www.ft.com. 

 

Bloomberg Prophets: Stocks and Bonds Are Sending the Correct Signals 

Although the economy is not about to fall into recession, it is close to the peak for the current growth cycle. First published on www.bloomberg.com.  

 

Bloomberg TV: Komileva - Why I'm Optimistic About Europe 

Lena Komileva, managing director at G+ Economics, discusses the ECB's bond-purchase plan with Bloomberg's Anna Edwards and Mark Barton on "Countdown" (Source: Bloomberg)

 

(Please note it opens a new window)

Bloomberg TV: Financial Stability - Central Banks' 3rd Mandate

 

Lena Komileva discusses the need for a focus on financial stability as a third mandate for central banks. She speaks with Tom Keene and Francine Lacqua on "Bloomberg Surveillance" (Source: Bloomberg)

 

(Please note it opens a new window)

Bloomberg TV: Markets Are Underpricing Risk of a Rate Hike - Komileva

 

Ex-Goldman's Cohn, now President Trump's economic adviser says it would be wrong to think markets are ready for higher Fed rates. G Plus Economics Chief Economist and Managing Director Lena Komileva agrees. She speaks to Bloomberg's Anna Edwards on "Countdown." Source: Bloomberg 

Greece: Without ECB Support, 'Grexit' Is Inevitable 

 

G Plus Economics Chief Economist and Managing Director Lena Komileva discusses the Greek debt crisis with Bloomberg's Anna Edward on "Countdown". (Source: Bloomberg)  

 

What Will Unemployment Data Tell About U.S. Economy? 

 

Lena Komileva, managing director and chief economist at G+ Economics, talks with Guy Johnson about the U.S. Non-Farm Payrolls report and examines the overall strength of the U.S. economy. She speaks on “The Pulse”. (Source: Bloomberg)  

 

Bloomberg TV: The structural flipside of Christine Lagarde’s “new normal”

Tom Keene and Jonathan Ferro on "Bloomberg Surveillance": Lena Komileva, managing director at G+ Economics, discusses global worries about financial instability and how markets are driving central bank moves. (Source: Bloomberg) 

 

The Big Read

Selected articles by Lena Komileva

Bloomberg Prophets: The Rules of the Game Are Changing for InvestorsBloomberg16 February, 2018

 

Financial Times Insight: Why volatility is here to stay, Financial Times, 12 February, 2018 

 

Bloomberg Opinion | Prophets: The Fed Is Losing Control of the Financial MarketsBloomberg, 16 January, 2018

 

Bloomberg Opinion | Prophets: Stocks and Bonds Are Sending the Correct SignalsBloomberg, 15 December, 2017

 

Financial Times Insight: High-stakes game of financial risk for policymakers - Cracks appearing as fears grow central bank tightening could provoke market instabilityFinancial Times, 28 November, 2017

 

FT Opinion:  You are too complacent, central banks warn markets,

Financial Times, 31 July, 2017 

 

   

Currency fireworks, global economic imbalances and the G20, Bloomberg View, 18 February, 2013 

 

On the need for Davos attendees to avoid a false sense of security, Bloomberg View, 23 January, 2013 

 

How long can equities defy economic malaise? Financial Times, September, 2012 

 

How Low Will Bond Yields Go? Financial Times, June 2012

 

Libor volatility is price of disrupted credit, Financial Times, 23 August, 2010

 

Not a liquidity crisis, but a solvency one, Financial Times, 3 June, 2010

 

How to fix the liquidity leak, Financial Times, 2 February 2009 

 

Can the capital markets rally reinvigorate the real economy? Financial Times, September 2009

 

How G20 can unfreeze credit and cut bailout costs, The Great Debate, Thomson Reuters, April 2009

 

Crash and carry, Lena Komileva predicts a sharp reversal of the global carry trade, FX Week, 17 March 2008

Demand better!

Whatever the macro-risk financial climate, evolving international economic trends and financial interconnections can create actionable opportunities and real risks. The art of successful investing is predicting the direction of macro risk travel >>>

g+economics in the news

Asset TV: Masterclass Global Outlook

FT: Wall Street struggles to extend new year rally (08/01/18)

 

Bloomberg TV: What are the biggest risks facing markets in 2018? (01/01/18) 

 

Bloomberg Best - Radio: The outlook for 2018 (28/12/17) 

 

Bloomberg TV: Komileva Says Markets in State of “Rational Exuberance” (28/12/17)  

 

Bloomberg Opinion | Prophets: Stocks and Bonds Are Sending the Correct Signals (15/12/17

 

WSJ: As Fed Tightens, Europe Hangs Loose (14/12/17) 

 

FT: Yellen kept markets calm but 2018 may be rockier (13/12/17)

 

Bloomberg TV: G+’ Komileva Says BOE Is in 'Holding Period' on Rates (13/12/17) 

 

Financial Times: High-stakes game of financial risk for policymakers - Cracks appearing as fears grow central bank tightening could provoke market instability (28/11/17)  

 

Milano Finanza: May in limbo, pound under pressure (14/11/2017) 

 

Dow Jones Newswires: BoE Risks Weak Growth, High Inflation, After Rate Rise: G+ Economics (14/11/17)

 

Dow Jones Newswires: Sterling Price Doesn't Reflect "Extreme" Scenarios - Market Talk (13/11/17) 

 

FT Insight: You are too complacent (31/07/17) 

 

Grow!

The art of successful investing is predicting the direction of macro risk travel. Find the signal from the noise and rediscover your focus >>>