Open thread April 15, 2022
Open thread March 12, 2022
Weekly Indicators for April 4 – 8 at Seeking Alpha
by New Deal democrat Weekly Indicators for April 4 – 8 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. After several weeks of tightening and then inversion, the yield curve in the US Treasury market un-inverted in a big way this past week – via higher long term rates which drove mortgage […]
Open thread March 8, 2022
Open thread April 5, 2022
When Safe Assets Are No Longer Safe
by Joseph Joyce When Safe Assets Are No Longer Safe The U.S. has long benefitted from its ability to issue “safe assets” to the rest of the world. These usually take the form of U.S. Treasury bonds, although there was a period before the 2008-09 global financial crisis when mortgage-backed securities with Triple A ratings […]
Weekly Indicators for March 28 – April 1 at Seeking Alpha
by New Deal democrat Weekly Indicators for March 28 – April 1 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha. The big news of the week was the spreading yield curve inversion in the Treasury market.* Needless to say, that puts another bullet in the body of the long leading forecast – […]