Inflation-busting is likely to involve a recession, and companies are starting to reduce debt built up during the pandemic. What’s the best way to do it?
Continue reading..Inflation-busting is likely to involve a recession, and companies are starting to reduce debt built up during the pandemic. What’s the best way to do it?
Continue reading..Bank exposures to commodities have reached record highs and in the wake of the nickel market turmoil in March, the Fed is warning about financial stability implications
Continue reading..While the Federal Reserve anticipates 2-3% interest rates will be enough to combat inflation, the choice of cash holdings for financial institutions provides a clue to their confidence in the Fed’s strategy. The evidence shows that they expect a bumpy ride.
Continue reading..Inflation is supposed to be good for corporate bond issuers, because the real value of repayments is eroded. But what if a company’s ability to repay debt from earnings is eroded even faster?
Continue reading..As war unfolds in Ukraine, equity markets are reflecting the abrupt change from pandemic to war.
Continue reading..An eve-of-trial settlement between Newham Council and Barclays brings a decade-long saga to an end but leaves open a key question in UK law.
Continue reading..What happens when inflation and quantitative easing collide? Despite the taper talk, QE isn’t going away soon.
Continue reading..Dozens of books have already been published on the pandemic, and many are already out of date. To appreciate Covid, it’s best to step back and read this account of viruses published four years ago.
Continue reading..One in two corporate bonds issued this year have been high yield, after redemptions are taken into account. Who are the winners and losers so far?
Continue reading..Distress is building in corners of the Chinese offshore corporate bond market. What does this tell us about the nation’s relationship with foreign capital and investment?
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Inflation-busting is likely to involve a recession...
Bank exposures to commodities have reached record ...
While the Federal Reserve anticipates 2-3% interes...
Inflation is supposed to be good for corporate bon...