Blog
Writing on markets, finance, and the occasional detour.
Blog
Assessing the $1.8 Trillion Federal Deficit on the U.S. Dollar’s Reserve Currency Status
Explores the implications of the $1.8 trillion federal budget deficit on the US Dollar's global reserve status.
Blog
Are Financial Conditions Actually Tight?
With stocks at near highs and spreads tight in high yield markets, we explore whether financial conditions are truly restrictive.
Blog
Previewing Fed Policy Impact on Financial Sector Performance
Previews the timing of interest rate cuts and their impact on net interest margins, credit demand, and financial sector fundamentals.
Blog
Credit Market Update: September 2023
Surveys the financial consequences of ongoing monetary policy experiment in interest rate manipulation and radical money printing.
Blog
The Investing Landscape for the Insurance Industry
Examines the impact of alternative capital and reinsurance financing vehicles on the insurance industry.