Bonds

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Recession cometh

By |2019-10-10T08:07:11+03:00maaliskuu 27th, 2019|Bonds, Central banks, China, Credit, English, Global economy, Growth forecasts, Recession, Zombie companies|

Errata in the third paragraph ("steepening" -> "flattening") corrected in 04/08. Yield curve inversion has spooked the markets. In all honesty, it should not have come as a surprise. After the Federal Reserve pivoted early January and ...

Kommentit pois päältä artikkelissa Recession cometh

Q-review 4/2018: The path to the Global Depression

By |2019-10-10T08:09:33+03:00joulukuu 18th, 2018|Bonds, Central banks, Credit, English, Financial crisis, Global economy, Growth forecasts|

The world economy has never faced a more perilous situation. While many have just started to debate whether a recession will start in 2019 or 2020, very few perceive the 'black hole' the global economy is about to get sucked into. The hole has two...

Kommentit pois päältä artikkelissa Q-review 4/2018: The path to the Global Depression

The end of the most manipulated business cycle—ever

By |2018-12-21T14:46:27+03:00joulukuu 6th, 2018|Bonds, Central banks, China, Credit, Emerging markets, English, Financial crisis, Global economy, preparation, Stock market|

Whatever has the nature of arising, has the nature of [...]

Kommentit pois päältä artikkelissa The end of the most manipulated business cycle—ever

The (ominous) problem with global liquidity

By |2018-11-01T23:51:23+03:00lokakuu 12th, 2018|Bonds, Central banks, Credit, Emerging markets, English, Financial markets, Global economy|

Errata in the effects of QE corrected 10/21. Market liquidity [...]

Kommentit pois päältä artikkelissa The (ominous) problem with global liquidity

10 years from Lehman. And nothing has been fixed

By |2019-09-16T10:08:32+03:00syyskuu 14th, 2018|Bonds, Central banks, Credit, English, Financial markets, Global economy, Stock market|

The general storyline of the Global Financial Crisis (GFC) goes about like this: funds from all over the world headed to the US, where the banks, to finance the housing market boom, developed unsound financial products which then brought down the glo...

Kommentit pois päältä artikkelissa 10 years from Lehman. And nothing has been fixed

Quantitative tightening: to boldly go where no CB has gone before

By |2018-12-21T13:37:09+03:00maaliskuu 15th, 2018|Bonds, Central banks, Credit, English, Financial markets, Stock market|

Since early February, the financial markets have been wobbly. After [...]

Kommentit pois päältä artikkelissa Quantitative tightening: to boldly go where no CB has gone before