eurodollar standard

Dollar Destruction Potential: From China ‘Outflows’ To The FOMC Considering QE5

By |2019-07-10T17:53:14-05:00July 10th, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Tucked away in a quiet little corner of the BIS publication library, a study was published in the organization’s September 2015 Quarterly Review. One of the biggest mysteries of that time was Chinese “capital flight.” It was breathtaking, and it would only get worse. What was really going on? Many if not most mainstream stories [...]

The Potential For Yield Plunge As Dovish Theater

By |2019-05-17T16:35:09-05:00May 17th, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Two on the same day, likely not coincidence. The next stage of “dovishness” may be upon us. It won’t be rate cuts; those won’t happen until all other excuses have been exhausted first. Jay Powell’s confused gang won’t give in until kicking and screaming there’s really nothing else left. The Fed “pause” isn’t working. To [...]


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