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The Fed hits a wall
29 Jan 2021 - Steven BlitzThe Fed may not be out of ammo, but the ammo they have may be futile in curtailing the financial instability that policy is creating. Bitcoin, call-option vigilantes, SPACs and market hype generally were topics the FOMC.
#Federal Reserve #Inflation #US Economy #Yield curve #Bubble
Bubbles, Covid-19 and digital disruption
07 Aug 2020 - Dario PerkinsArguments about a bubble in equities continue, with US tech at the center of the dispute. Some are drawing comparisons with Dotcom in the 1990s. Yet the economic risks are greater this time. Big tech companies provide.
#Equities #Technology #Bubble
Buyside bust & the dollar crunch
14 Apr 2020 - Dario PerkinsDespite my best efforts, the phrase Buyside Bubble has never really caught on as a description of post-2008 financial markets. Perhaps this is because, what it gained in clever alliteration (or so I like to think…), it.
#Interest Rates #Yield curve #Bubble
Credit Risk
20 Dec 2019 - Dario PerkinsBack in 2018, we warned about what we called the ‘Buy-side Bubble’. To the extent we could identify vulnerabilities in global markets, the clearest danger involved a powerful search for yield. Investors had naturally.
#Equities #Yield curve #Stimulus #Capital Markets #Bubble
