THE POSITIVE CASE FOR NEGATIVE RATES / PROJECT SYNDICATE

The Positive Case for Negative Rates Although negative nominal interest rates are widely scorned, they are regularly used to supplement the ...

CHRISTINE LAGARDE´S GIFT TO POPULISTS / PROJECT SYNDICATE

Christine Lagarde’s Gifts to Populists Since taking over as president of the European Central Bank in late 2019, Christine Lagarde has commi...

THE END OF ZERO INTEREST RATES / PROJECT SYNDICATE

The End of Zero Interest Rates As recently as 2022, most monetary economists expected interest rates to remain low indefinitely. While many ...

INVESTMENT FLOWS POISED FOR HISTORIC SHIFT AFTER "GIANT LEAP" BY BANK OF JAPAN / THE FINANCIAL TIMES

Investment flows poised for historic shift after ‘giant leap’ by Bank of Japan Long-dated bond yields jump to 9-year high as analysts hail ‘...

MODERN AMERICAN POLICY: STUPID OR SINISTER? / MATTERHORN ASSET MANAGEMENT

Modern American Policy: Stupid or Sinister? By Matthew Piepenburg American policy has been acting in ways which suggest either a desperate i...

THE ODDS DON´T FAVOR THE FED´S SOFT LANDING / THE WALL STREET JOURNAL

The Odds Don’t Favor the Fed’s Soft Landing Inflation is higher, the labor market tighter and real rates more negative than in past periods ...

NEGATIVE-YIELDING DEBT TOTALS TUMBLES TO $10TN AS BOND PRICES DROP / THE FINANCIAL TIMES

Negative-yielding debt total tumbles to $10tn as bond prices drop Investors position for central banks tackling inflation with interest rate...

INFLATION SURGE FUELS NEGATIVE REAL INTEREST RATES FOR LEADING ECONOMIES / THE FINANCIAL TIMES

Inflation surge fuels negative real interest rates for leading economies Central banks are reluctant to tighten too abruptly arguing spike i...