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Conference Call Replay – Navigating Coronavirus, Central Banks, and Primary Season
March 5, 2020
A replay of our March 5, 2020 conference call
Newsclips
Quick Comments/What We’re Reading
March 5, 2020
Today's topics include timing the rate cuts/zero-yielding Treasuries, coordinated policy or lack thereof, the repo market's latest liquidity strains, stock market liquidity, stock market returns: Democrats vs. Republicans, more coronavirus alternative data, easing big bank regulation, and the deflationary effect of technological gains.
Newsclips
Cartoons
March 5, 2020
Newsclips
Does New Repo Stress Mean More “Not QE” Is Coming?
March 4, 2020
Funding strains are developing again. The Fed might have to respond by expanding its "not QE" support for the repo market even more, which would push its balance sheet to even larger levels.
Newsclips
The Reasonable Fear Behind the Fed’s Rate Cut
March 4, 2020
The Fed cut on fears that the US is about to see massive economic disruption. Given the examples from other countries, this is a reasonable fear.
Newsclips
A Super Tuesday for Biden
March 4, 2020
Biden had a good night and completes a stunning four-day reversal taking him from disappointing also-ran to runaway favorite to become the Democrat nominee.
Newsclips
Quick Comments/What We’re Reading
March 4, 2020
Today's topics include the Fed cuts rate and the market prices in more cuts, will the ECB follow in the Fed's footsteps?, a fiscal response to coronavirus, the monetary response to coronavirus, raising capital in a coronavirus world, goodbye to the 50-year bond, risks to the corporate bond market, gauging the odds of a credit crunch, and the problem with ESG ratings.
Newsclips
Cartoons
March 4, 2020
Newsclips
It’s a Coronavirus Market. The Fed’s Just Living in It
March 3, 2020
Governments and central banks can manage, but not reverse, a shift in markets and the global economy caused by the coronavirus.
Newsclips
The Fed’s Repo Support Surges
March 3, 2020
Fed support of the repo market surged to new a record this morning. This was not expected and the initial reasons for the banks' surge in demand are hard to determine.
Newsclips
Today Is Super Tuesday
March 3, 2020
Biden's odds of becoming the Democrat nominee surged on the back of Saturday's victory in South Carolina. He is now even with Sanders. Texas could decide this contest.