Quantitative Buybacks
Quantitative Buybacks A Treasury buyback program today would be mechanically equivalent to quantitative easing and a tailwind for risk assets. Buybacks funded...
What to Expect From the Federal Reserve
What to Expect From the Federal Reserve It was on Friday 21st October that the first indication of a Fed...
Building a Case for Lower Yields!
https://youtu.be/vzNbWjmMTug Building a Case for Lower Yields! Jim Welsh of Macro Tides talks with Blake Morrow to talk about how...
The Bond Market is the Truth
The Bond Market is the Truth The bond market is the truth. So goes the old saying. It is also...
Bonds May Be Putting In a Low!
https://youtu.be/Oe_BBNwSt-c Bonds May Be Putting In a Low! Jim Welsh of Macro Tides talks with Blake Morrow to talk about...
Reserve Bank of New Zealand: Full steam ahead?
Reserve Bank of New Zealand: Full steam ahead? The RBNZ meeting was as expected this week. Rates were raised by...
Reserve Bank of Australia: Lower rates ahead?
Reserve Bank of Australia: Lower rates ahead? The RBA hiked rates by 25bps early on Tuesday morning sending the AUD...
RBA Sticks to the Script but is Not on a Pre-Set Path
RBA Sticks to the Script but is Not on a Pre-Set Path The RBA hiked by 50 bps as expected...