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Category: Other Guys

Economic and and financial news and analysis from respected observers. Because I publish it, doesn’t mean I agree with it.

Arigato Gozaimasu! 

FEEDWell, the good people at Japan’s Central Bank are going to allow interest rates to rise, which is something no one expected. I didn’t realize any kind of news was coming out tonight until my screens started going haywire late in the eve…

Trapped Liquidity

A change in the underlying plumbing of the financial system is making it unlikely that QT can run its expected 2+ year course. An ideal QT would drain liquidity in the overall financial system while keeping liquidity in the banking sector above a minimum threshold. That is only possible if the bulk of the liquidity […]