Blogs - yield curve

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Fed policy pivots to the 10 year

22 May 2020 - Steven Blitz

Once the Fed started buying mass sums to support markets, we began writing that policy was locked into using the balance sheet to manage rates and the yield curve. Reading the April FOMC minutes, we see that this has.

#Federal Reserve #Balance Sheet #FOMC #Yield curve #Steven Blitz

Buyside bust & the dollar crunch

14 Apr 2020 - Dario Perkins

Despite 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 #Dario Perkins #buy side bubble

Credit Risk

20 Dec 2019 - Dario Perkins

Back 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 #Dario Perkins #Stimulus #bbb bulge #global economy #capital markets #buy side bubble

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