Cryptocurrencies are often viewed as the farthest point on the risk curve, akin to leveraged stock positions. The growth of Decentralised Finance (DeFi) could help change the correlation between cryptos and stocks.... Read More
Newsclips Updating the Market?s Signal to Central Banks As we noted above, short rates continue to send a signal that central banks are behind the curve. Even though the following short rates have pulled back more than those above, we... Read More
Short rates continue to send a signal that central banks are behind the curve.... Read More
Wall Street is focused on two things, assessing how much fiscal stimulus the economy will get in 2022 and whether the December 3 debt ceiling will be messy. The Virginia gubernatorial election today could be a key factor in assessing these outlooks.... Read More
If cases are turning higher, more impediments to the economy may be in the offing.... Read More
In the last month, markets are pricing in more aggressive tightening monetary policy across the globe, sending short rates higher. This move accelerated in the last week. Is this signaling the end of the "transitory" inflation era?... Read More
Topics Include: – Housing Affordability – The Fed?s Footprint as the Taper Nears – DeFi Total Value Locked Back at All-Time Highs – Measuring Regulatory Activity in 2021 – The Fed?s Repo Facility Continues to Attract More Dollars – An... Read More
The heat has been on stablecoins to be more transparent in their attestation of reserves. Tether and USDC have accepted the challenge.... Read More
In today?s installment of Talking Data, Jim and Ben discuss whether inflation is becoming persistent, what happens if economic growth moderates, and how the Fed and market might react.... Read More
A replay of our September 30, 2021 conference call.... Read More