As Geopolitical Risk Rises, US Political Risk Eases

Economist (US Macro), RDQ Economics

Conrad DeQuadros

Economist (US Macro)

RDQ Economics

RDQ Economics provides global macroeconomic consulting services with an emphasis on U.S. economic fundamentals and monetary policy.  
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Our views are driven by consistent application of classical economic and monetary principles and has generated superior anticipation of changes in the stance of monetary policy and of movements in economic growth and inflation.
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The founders of RDQ Economics—John Ryding and Conrad DeQuadros—worked together on Wall Street for a decade, in the independent research space for nine years, and have experience in central banking at the Federal Reserve and the Bank of England.  John and Conrad have worked closely with fixed income, foreign exchange, and equity traders and portfolio managers, which has enabled their analysis and advice to be tailored to a clientele that is focused on trading and investment decisions.

FX & Rates

<p>This week brought important updates on Federal Reserve balance sheet policy from the New York Fed's annual report on open market operations, the FOMC minutes, and an interview with San Francisco Fed President John Williams.  These updates suggests primary dealers and market participants are under-estimating the likelihood that the Fed begins winding down its balance sheet this year by not reinvesting all of the Treasuries and mortgage-backed securities that mature.</p><p>The Federal Reserve Bank of New…</p>

This week brought important updates on Federal Reserve balance sheet policy from the New York Fed's annual report on open market operations, the FOMC minutes, and an interview with San Francisco Fed President John Williams.  These updates suggests primary dealers and market participants are under-estimating the likelihood that the Fed begins winding down its balance sheet this year by not reinvesting all of the Treasuries and mortgage-backed securities that mature.The Federal Reserve Bank of New…

An Update on the Fed's Balance Sheet Wind Down

USD

An Update on the Fed's Balance Sheet Wind Down