The BondEconomics Newsletter

This article is a short outline of what I see as the macroeconomic effects of a possible continuation of weakness in crypto financial markets. The direct effects would be small, although weakness in crypto is interleaved with the fortunes of the tech sector. It is certainly…
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Unless I was interested in short-term breakevens, I viewed the consumer price index (CPI) as a lagging indicator and therefore not too exciting. As…
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The tail end of my three-part discussion of banking (link) ended with the argument that the circular nature of funding flows means that they do not…
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Market commentary I have been seeing has had an unusual split: warnings about the collapse of the bond market, as well as imminent recession. That…
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This article finishes off a sequence of articles on an ancient debate in economics: what limits bank lending? (Links to Part I, Part II.) My argument is…
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How Do Banks Think About Loan Book Expansion?
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This article was triggered by some discussions I ran into on Twitter. My belief is that the economics literature on banking (with some exceptions) is a…
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As expected, the U.S. headline inflation rate for March was punchy (possibly a short-term peak for the annual rate, at least), although core moderated…
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The BondEconomics Newsletter

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