HedgeAnalytics

ExorbitantPrivilege

News & Insights

Two Sided Dollar Deficit

In late April the Hoover Institution at Standford University hosted a fascinating panel discussion on tariffs trade and national security The entire discussion is worth listening to One of the

Déjà Vu or Glitch?

8220 Trinity A déjà vu is usually a glitch in the Matrix It happens when they change something 8221 Almost no one associated with markets needs someone else to

Beige Book Blue

According to our textual analysis the latest Beige Book portrays grave concerns about the US economy and a moderation of concern about inflation Commentators have tended to point to the

No One Else Wants It

Last week I was advised by a friend to change the name of this blog Exorbitant privilege he said was evidently a thing of the past The reserve status of

The Rest Isn’t Noise

a human demonstrates an information rate of no more than 40 bits per second 8211 John R Pierce We re in a paradoxical era There are constant unwanted surprises

Advice to a Prince

Se vogliamo che tutto rimanga com 8217 è bisogna che tutto cambi Giuseppe Tomasi di Lampedusa President Trump professes an allergy to the written word so he can use

Subscribe on Substack

Exorbitantprivilege unpicks the liquidity links of central banks, the dollar, international equities, bonds, commodities and currencies, plus a few other related themes – such as regulation. It showcases the pet rants of Meyrick Chapman, principal of Hedge Analytics Ltd.

Subscribe to get full access to the newsletter. Never miss an update.

Get In Touch

Get in touch to learn more and request access to the platform.