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Fed members need to restore their credibility, which could translate into excessive tightening
1 year ago
Rising wages have boosted spending and GDP — but the party can’t last forever -
"Low inflation was in part responsible for fostering a transfer of returns from creditors to shareholders"
3 years ago
We are conditioned to fear inflation risk. But it brings plenty of positives -
"Watch the IG credit curve — we may see steepening of IG 5s10s and flattening of 10s30s"
3 years ago
Stimulus measures are supporting short tenors, and pension demand for 30-year paper is strong, so 10-year IG credit may have few buyers
3 results found Showing page 1 of 1
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