Beat Down
I have a couple of themes on which I wanted to post, but they will most likely have to wait for later. The market, in the words of the E*Trade commercial, is issuing me a bit of a beat down today, and I have to focus on a little risk management. C’est la vie….
Weekly Federal Reserve balance sheet update
This post is by Mark Dow
This just hit my inbox, from the research team at Barclays. Since we’ve talked a fair amount of late about the Fed balance sheet, I thought I’d pass it on.
“Weekly Federal Reserve balance sheet update
Usage of the various Federal Reserve liquidity programs continues to erode as outstanding loan amounts...
Chinese Handcuffs? No, Chinese trade deficit
This is Mark Dow. Brad is away.
China has become the obsession that Japan was back in the 80s. And rightly so. It is a huge place, with a robust secular growth force underlying it (remember the conditional convergence growth hypothesis?). Rumors of China doing this or that have become a daily staple of the market.
Lately,...
GCC Sovereigns: A Little Better off
this post is by Rachel Ziemba
Thanks again to Brad for letting me fill in while he’s on vacation. Sorry I’m late catching up with you all but I’ll try to chime in on some of the key releases especially on China in the next week. But let me start out with something from the world...
