Discussions (4)
Latest News
| What the Yield Curve is Telling the Fed? |
0 comments » |
Global Macro Investing: Understanding the Big Picture | May 11, 2009 |
The Fed should be worried. The recent aggressive steepening of the yield curve has been caused by a combination of both rising real yields and rising inflation expectations. The rate of increase of inflation will keep the Fed restrained, so there is not...… |
| Gilts Yields Hit New Highs Even As BOE Expands Quantitative Easing |
0 comments » |
Global Macro Investing: Understanding the Big Picture | May 8, 2009 |
The Bank of England yesterday announced that they would increase Gilt purchases by a further 50 bln Sterling on top of the original 75bln Sterling. Despite this Gilt yields rose yesterday to levels that were higher than before the Bank of England's (BOE...… |
| Moral Hazard, Time Inconsistency and Too Big to Fail |
0 comments » |
Global Macro Investing: Understanding the Big Picture | May 7, 2009 |
Walter Bagehot wrote that the role of a central bank in times of a liquidity crisis is to act as a "lender of last resort", freely lending at a penalty rate against good collateral. This sage advice was ignored on several occasions by policy makers duri...… |
| OASIS Monthly Newsletter for Independent Investors |
0 comments » |
OASIS, LLC | May 5, 2009 |
Chief Strategist Patrick Arnone has published two new research papers to help illuminate the state of the stock market. We've added a Delta Archive to our website. And, Chief Technologist Toby Younis produces a 2-minute Intro to OASIS Video, and establi...… |
Don't want to receive email notifications? Adjust your message settings.
LinkedIn values your privacy. At no time has LinkedIn made your email address available to any other LinkedIn user without your permission. © 2009, LinkedIn Corporation.
|