A Wonkish Warning From Bonds For 2022
Equity investors are ignoring the warning message from World government bond markets for 2022. A steep front-end and flatter back-end of the term...
613 Views
Richmond Fed President Tom Barkin On Getting Inflation Under Control
Flexible financing program at Netsuite.com, special Odd Lots podcast episode with Richmond Fed President Tom Barkin discussing robust demand and...
189 Views
US Rates: Tax Season, Debt Ceiling, and Reserves
Despite a significant amount of treasury coupons settling, funding volumes remained stable, tax receipts are tracking above last year's pace, and T...
200 Views
Out of the Box: 6 Reasons the Fed Will Be Hiking Rates in 2024
Even though the Santa rally in US STIRS has largely been reversed, markets are still pricing in 2.5 full cuts by the end of this year or so with...
385 Views
Out of the Box: Cut Rates if You Want Lower Inflation, Powell
In our “out of the box” series, we aim at being ahead of the current consensus narrative and think of the next theme that could drive price action...
242 Views