Up, Up and Downnnnnnnn… Why This Crisis Is About Finance (Again) And Not About The Economy
Global Liquidity remains weak Warns of insufficient balance sheet capacity to roll-over our huge debts This creates excess demand for ‘safe’...
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WTI Bear Projection as US Yields Set to Overshoot with Red Flags
Bear/short call at WTI 67 continues to impulse lower and nearing our 47 target with macro risk toward the 43 major low if 47 fails to hold weakness...
416 Views
Why US Rates Could Fall To 1%
‘New’ robust US term structure parameter (D-star) based on skew of term premia US Treasury 10-year yields could drop by another 100bp to 1% This...
804 Views
US Monetary Policy After The ‘Great U-Turn’
‘True’ Fed Funds policy rates (incorporating the effects of QT) are nearer 5-6% than the stated 2½% ‘Tight’ monetary stance is unsustainable and...
611 Views
Asian Frontier Monitor: One Belt New Road - Here Comes America
In our third report in the Belt and Road Initiative (BRI) or One Belt One Road (OBOR) series, we examine a brand-new US strategic initiative to...
690 Views