Markets
Quantifying a Bond Market Correction
I recently posted an article on the unintended consequences that central bank actions have had on the global bond market. According to a recent poll ……Read More
Business
Economy
What Would It Take to Establish a Truly Free Market Economy?
In the past, I've posted articles on the views of Narayana Kocherlakota, the former President of the Federal Reserve Bank of Minneapolis, professor of economics ……Read More
Markets
The Next Sector To Recover From The Oil Price Crash
Oilfield services, shipbuilders and other industries that rose with the pre-2014 oil price boom have had it hard. Since barrel rates fell, their previous patrons ……Read More
Economy
Unintended Consequences II Commercial Real Estate
A recent speech at the Shanghai Advanced Institute of Finance in Beijing, China by Boston Federal Reserve Bank President Eric Rosengren looks at global financial ……Read More
Markets
Unintended Consequences I – The Bond Market
In this multipart series, I will take a look at the unintended consequences of the ultra-long period of near-zero or negative interest rates. In part one, ……Read More
Markets
OPEC’s Output Freeze: What Has Changed Since Doha?
It's possible that OPEC is crying wolf with hints of an output freeze next month in Algiers; but it's also possible that they are ramping ……Read More