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The Black Hole of Private Credit That's Swallowing the Economy
There's been a lot of talk about private credit in recent years. The market has exploded in size, and there are worries that it could be a bubble tha…
1 year, 7 months ago
Adam Posen on the Dangers of Jerome Powell's 'Rifle Shot' Jackson Hole Speech
Last week at Jackson Hole, Federal Reserve Chair Jerome Powell delivered a short and powerful speech indicating that it's time for a policy pivot. Th…
1 year, 7 months ago
Hyun Song Shin on How Big the Yen Carry Trade Really Is
Remember August 5th? That was the day that markets around the world plunged in historic fashion and everyone became an overnight expert on the yen ca…
1 year, 7 months ago
A New Way for the Fed to Fight a Market Crisis
When the Treasury market broke in March 2020, the Federal Reserve intervened in extraordinary fashion. It purchased more than $1 trillion worth of Tr…
1 year, 7 months ago
This Is What The Rate Cut Cycle Could Look Like
At Jackson Hole, Fed Chairman Jerome Powell gave a clear signal that the rate cut cycle is likely to start in September. But of course that just open…
1 year, 7 months ago
What It’s Like to Be a Fed President at Jackson Hole
This year’s Economic Symposium in Jackson Hole, Wyoming marked a big change for US monetary policy, with Federal Reserve Chairman Jerome Powell teleg…
1 year, 7 months ago
Lots More on What We Just Learned at Jackson Hole
Every year, the Federal Reserve Bank of Kansas City hosts an economic symposium in Jackson Hole, Wyoming. It’s a chance for central bankers and other…
1 year, 7 months ago
The Hottest Way for Banks to Get Risk Off Their Balance Sheets
Synthetic risk transfers, in which banks purchase insurance-like protection on some of their loans, is a growing market on Wall Street, with billions…
1 year, 7 months ago
Nate Silver and Maria Konnikova on the Art of Election Betting
Political prediction markets — where traders can make bets on election outcomes — have been around for years. But in this cycle in particular, we've …
1 year, 7 months ago
Lots More With Claudia Sahm on What the Sahm Rule Is Saying Now
The Federal Reserve appears to be ready to pivot into rate cutting mode. Inflation has come down significantly, and the unemployment rate has been tr…
1 year, 7 months ago