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The Looming US Debt Refinancing Crisis in 2025
Read Time: 3 minutesIn 2025, the U.S. Treasury faces the daunting task of refinancing approximately $7 trillion of
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The US Economy looks resilient despite the high rates
Read Time: 2 minutesHere is why the Fed hiked rates above 5% and yet the US economy doesn’t
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Fed’s Move: An end of the cycle?
Read Time: 2 minutesThe Fed just made a move which could mark the end of the cycle. Yesterday,
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Can the US handle high rates for longer?
Read Time: 3 minutesOne of the most important macro charts in the world. It shows the tight relationship
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FX market on intervention watch
Read Time: 2 minutes[responsivevoice_button rate=”1.3″ pitch=”1.1″ volume=”2″ voice=”UK English Female” buttontext=”CLICK TO LISTEN THE ARTICLE”] USD Dominance &
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Does the Fed print money?
Read Time: 4 minutesNo, it doesn’t. Instead, it creates something called bank reserves. But are bank reserves money?
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FOMC: What are the possible scenarios?
Read Time: < 1 minuteTomorrow’s FOMC rate decision isn’t expected (according to Fed Fund futures) to end with a
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March FOMC Shouldn’t Be A Game Changer
Read Time: 5 minutesWhile the March FOMC meeting may spark some intra-day, or intra-week, volatility for the financial
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US Budget Deficit Raises Concerns of Inflation Despite Fed Tightening
Read Time: 3 minutesWe saw yesterday the proposal of the Biden administration for the 2025 budget. The projected
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DXY: A range bound motion
Read Time: 2 minutesSo far in 2024, DXY continues to trade in boxes. The reasons are pretty much the same
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Navigating Economic Waters: Fed’s Balancing Act Unveiled
Read Time: 3 minutesFOMC Minutes Preview: Balance Sheet Guidance in Focus The minutes from the Federal Open Market
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Trump’s odds of winning the elections are moving up
Read Time: 2 minutesThe chart shows how until 2016 US politicians applied fiscal policy in a counter-cyclical fashion.
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China’s visible US holdings relative to its reserves
Read Time: 5 minutesChina’s most visible US holdings (the Treasuries held with US custodians) ticked up in the
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Pay Attention to liquidity!
Read Time: 2 minutesUNEXPECTED LIQUIDITY IN FINANCIAL SYSTEM Despite the Federal Reserve’s efforts in Quantitative Tightening (QT), there
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Bond Markets and its signals
Read Time: 3 minutesWhat’s the bond market signalling? The most simplistic approach is to simply look at market-implied
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A macro insight – about the interest rates!
Read Time: 2 minutesIn the macroeconomic landscape, the Federal Reserve (the Fed) has been swiftly increasing the Fed
