Diary of a Financier

Posts Tagged ‘Interest Rates’

Top Newsstuffs (June 19 – July 2)

In Bookshelf on Sun 2 Jul 2017 at 05:54

Top reads from across the past week… Read the rest of this entry »

Top Newsstuffs (March 7-13)

In Bookshelf on Sun 13 Mar 2016 at 05:30

Top reads from the week that was… Read the rest of this entry »

Top Newsstuffs (February 1-7)

In Bookshelf on Sun 7 Feb 2016 at 06:10

Top reads from the week that was… Read the rest of this entry »

Tightening has already occurred

In Economics on Mon 12 Oct 2015 at 14:36

If the strengthened USD, the rally in interest rates, and the underperformance of dividend income stocks aren’t enough evidence, LIBOR is sending a clear signal that a market-based tightening has already occurred. Read the rest of this entry »

What is Janet Yellen’s Fed thinking?

In Economics on Thu 24 Sep 2015 at 15:29

In addition to global economic entanglement (read: China I & II), Janet Yellen and the Fed’s decision to defer its first rate hike in 9-years must have considered market-derived signals that are troubling for the US growth outlook.  What’s more is that these indicators have reached levels that prompted Fed intervention (i.e. QEs & OT) in prior years… Read the rest of this entry »

Top Newsstuffs (June 8-14)

In Bookshelf on Sun 14 Jun 2015 at 15:25

Top reads from the week that was…

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Grey swan files: “Bond market illiquidity”

In Capital Markets on Fri 12 Jun 2015 at 12:38

The whole discussion around (il)liquidity in the bond market is something I find fascinating. Consider the juxtaposition of narratives: Read the rest of this entry »

Top Newsstuffs (May 18-24)

In Bookshelf on Sun 24 May 2015 at 06:56

Top reads from the week that was…

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High yield: Curve flatness & optimal price per pound

In Capital Markets on Tue 7 Apr 2015 at 15:41

This is fairly straight forward… Read the rest of this entry »

Top Newsstuffs (March 16-22)

In Bookshelf on Sun 22 Mar 2015 at 05:26

Top reads from the week that was…

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