What You Need To Know About The Repo Market 3
If you have heard the term “shadow banking system” being bandied about in the past few years, the repo market is a big part of it.
Would You Like To Be Paid To Buy Oil?
WTI traded negative in April 2020. In a world made topsy turvy by Covid this was so absurd that it was hilarious, but would you take the money?
What You Need To Know About The Repo Market 2
While all Treasuries can be used as collateral, they are not all made equal, at least when it comes to what serves as the best forms of collateral.
What You Need To Know About The Repo Market 1
No other financial asset provides the flexibility, security, and liquidity of US Treasuries. They are the best form of collateral. Does this make them money?
Where Have Continuing Claims Gone?
Continuing claims have started to fall, even as initial claims remain high. Is the labor market okay now? If not, then where have the continuing claims gone?
JOLTS: When Fiscal Stimulus Helps
Fiscal stimulus isn’t always ineffective. It has helped the Covid jobless pay for essentials, and provided businesses with enough cash to keep employees hired.
Markets ≠ The Economy: Fiscal Stimulus
Markets go gaga over fiscal stimulus, always asking, “Is it big enough?” Here’s another perspective: stimulus to households does not work as advertised.
When Did Container Shipping Get So Famous?
Container shipping is the lifeblood of the global consumer economy. Like blood, it shouldn’t make the news, but when it does, things might be going crazy.
Breaking Down Breakeven Rates Part 4
Higher breakeven rates do not necessarily mean higher inflation. Have too many assumptions been made about the rally in breakeven rates?
Breaking Down Breakeven Rates Part 3
Now that we know what breakeven rates are, we can answer the question- what kind of inflation is currently being priced into breakeven rates?
