A frustrating month for markets
After almost 2 years of rising stock prices, and falling yields, 2022 started in a frustrating way. Most of the equity indices are negative YTD,...
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The Fed's QT Explained (No, it's Not The End Of The World)
Quantitative Tightening is now old news: everybody and their mother are talking about it, and headlines about QT are everywhere.
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Vikings At The Gate
The power of the rate of change of things is very important here. Look at money creation for example. The extreme volatility in credit creation is...
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Value Rotation Is Here Again
A tough start, the new year has not started very well, especially for some asset classes.In the first days of the year, the 10-Year Treasury Yield...
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BRI Danareksa Debt Research, Weekly Report, August 29, 2023
Powell’s hawkish tone in Jackson Hole The Fed’s chairman’s speech last Friday on annual Jackson meeting emphasized the potential need for The Fed...
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