Long time since I have been writing about financial markets. But to get my thoughts cleared, here is one about different systemic risks.
Puzzles and Crossroads in the Global Economy
With inflation in booster mode and nominal rates low, the real interest rate remains an interesting indicator when reading…
After a rather boring last week, this week has taken investors for quite a ride. While risk spreads are still fairly low and compressed, the attention has been seen in rising safe haven bond yields crawling back up to higher levels. The market was waiting for Powell to…
Macroeconomics is not only about today and tomorrow’s economic numbers. When thinking about technology bets…
Let’s look into banking in the fiat system without any government interference.
Basic bank concept:
So you have let’s say five banks. Each have basic deposit accounts and people bring their money in so it is not stolen from them. The bank keeps…
One of the most frustrating things about macroeconomics teaching in university is that they do not properly…
The everything bubble is moving to ever higher highs and risk is being mispriced accross the bank. When will it all falter? That is one big question everyone is pondering about. But even more puzzling is BitCoin.
Nothing new it seems. And yet, there are things we are all looking at with too much time at our hand.
Whoa, what a week. Let’s break down what happened.