A Model of the Fed Put (NYU)
I propose an asset pricing model where the Fed reacts to depressed stock valuations with interest rate cuts, thus…
SWFs and Central Banks
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Taking the Pulse of Sovereign Investors: Geopolitics, China, and Fixed Income (Invesco)
The world is changing, and sovereign investors see both risks and opportunities from these shifts — from emerging…
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Challenges to Fed Independence (PIMCO)
Although President Trump has said he has no intention of firing Fed Chair Powell, the Trump administration may be…
Bank of Japan’s QT Accelerates, 2 Years behind the Fed & ECB (Wolf Street)
BOJ Quantitative Tightening: -¥18 trillion (-$120 billion) in March, -¥27 trillion YoY, to ¥729 trillion total…
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