The Greatest Threat Doug Nolan Let’s get started with domestic. Ten-year Treasury yields traded this week at the lowest level since March....
Regulators must resist banks’ magical thinking The latest wheeze from lenders is to use ‘credit linked notes’ for capital relief Sheila Bair...
China Bubble Deflation Watch Doug Nolan Two-year Treasury yields traded at 4.06% Wednesday, just ahead of the CPI data release. Yields sank...
How default swaps become instruments of mass deception Recent Deutsche drama shows that CDS are a bad barometer of whether a bank is in trou...
Credit-default swaps are an unfairly maligned derivative They are back in the headlines. That is not entirely bad news Vultures, rats and ma...
Indefensible Neutral Rate Doctrine Doug Nolan Bloomberg’s David Westin (Wall Street Week, July 29, 2022): “What do you economists do when y...
Behind the Mysterious Demise of a $1.7 Billion Mutual Fund An analysis of Infinity Q Diversified Alpha Fund’s disclosures reveals misvaluati...
