U.S. Government Debt and Deficit––– Does It Matter?
Post-election U.S. fiscal policy may stress Treasury market due to budget deficit and rating agency downgrade risk, but 10yr yields above 4% offer...
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China Banking System: Lessons from Japan
China plans to inject Yuan1trn into largest banks, merge weaker ones, but rising NPLs and debt pressure may limit lending growth and lead to...
210 Views
A Mature Fed Easing Cycle and 2yr Treasury Yields
The article discusses the impact of expected Fed cuts on 2yr yields and the potential for a shift towards a yield premium versus 10yr yields as...
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China Big Corporate Debt Deleveraging
Private companies have reduced debt, but central and local SOE's still hold the majority, putting pressure on fiscal policy. LGFV debt swap may...
244 Views
Mexico: More Institutional Changes in the Pipeline
Morena's growing power in Mexico, led by Claudia Sheinbaum, could shape the Supreme Court and push controversial policies, but economic challenges...
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