Hints and tips:
...However, Rogoff et al argue that while the patterns in short-term rates are noisy, if you look at long-term real rates (that is, nominal rates adjusted for inflation) there is a clear and striking trend....
...repeatedly bail out....
...Jay Powell struck a hawkish tone in a speech yesterday. Bond yields only ticked up a bit in response, and stocks kept their composure....
...More seriously, Goetzman et al argue that art price changes are largely a function of wealth concentration....
...However, Weinstein et al say they are excited to a large extent because those aforementioned risks are now materialising. As private credit investors, this is the environment we’ve been waiting for....
...A classic doom loop, in other words. But as Goldman’s Praveen Korapaty et al point out, the US government bond market has been pretty choppy for a while now....
...CC Pakistan et al....
...And I think you could think of this as a knock against US stocks, right? What about the Mag Seven? What about how concentrated the stock market gains are with Nvidia, Microsoft, Google et al?...
...The context for that was the turmoil around Silicon Valley Bank, et al....
...As it became clear that deal was never going to happen, however, he was reduced to begging H2O to help bail out Sapinda....
...the world, including to the V&A in London and the Rubin Museum in New York....
...Shares in other banks considered to have some degree of asset-liability mismatch (Western Alliance, Zions et al) only saw their shares wobble a little bit yesterday....
...The recent rise of the Faangs, et al, looks like a knee-jerk reaction to the fall in rates and rate expectations that followed the banking mess (the 10-year yield has fallen from 4-ish per cent to 3.6-ish...
...to be of much use on issues such as phasing out fossil fuels or raising disaster funds for developing countries.It was announced only in November, and clashes with a state visit by Indian prime minister...
...The addition of the “+” countries (Russia, Kazakhstan, Mexico et al) to the cartel have increased its market share....
...And corporations of all types use longer-term currency swaps to hedge their own foreign currency bond liabilities (McBrady et al (2010), Munro and Wooldridge (2010)). The BIS’s suggestion?...
...stash in your basement, is significantly worse Or, as Beutel et. al put it: Our results indicate that the strength of the GDP growth response systematically varies with certain country characteristics...
...Further reading: The Restructuring Process — Buchheit et al. (2019)Government bonds since Waterloo — Meyer et al. (2021)The aftermath of sovereign debt crises: a narrative approach — Esteves et al. (2021...
...Adrian Sauvage, menswear designer and photographer “Roger Moore in The Spy Who Loved Me, coming out of the sea in the Lotus Esprit, wearing a navy blazer, a striped shirt and a blue tie: immaculate....
...Prosecute fraud, maybe regulate crypto exchanges like casinos, and keep the SEC et al out of it. This is a disagreement about how to cordon off crypto so that when crypto burns, it is controlled....
...The basic outline of a case against regulating crypto like stocks and bonds was laid out in an very nice recent op-ed over at Alphaville, written by business school professors Stephen Cecchetti and Kim Schoenholtz...
...Essentially, a CFO is a box containing stakes in multiple private capital funds. It issues bonds and shares....
...Meanwhile in American male major league sports, teams are actually getting younger for a variety of reasons. In other words, Benzema et al are outliers....
...And generally speaking, they are the stocks that have been hardest hit by the past, probably 12 to 14 months of regulatory crackdown under Xi Jinping, who has been sort of making Alibaba, Tencent et al feel...
...A Federal Reserve Board of Governors paper by Edmund Crawley et al says $2.5tn of Fed balance sheet unwind would approximately equate to a 0.50 percentage point of tightening, or 20 basis points per trillion...
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