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Interesting Times

Recent financial newsflow has seen a number of updates on China s real estate problem The gist of most reports are that despite years of attention the weight of over

It’s Worth It, The Sacrifice?

By separating you from me These are the terms We can swap swap swap it out Oh swappin 8217 out will only change your life But it 8217 s worth

April the Cruelest Month?

Whan that Aprille with his shoures soote The droghte of March hath perced to the roote Geoffrey Chaucer April is the cruelest month T S Elliot So what will

Too Much of a Good Thing

For most of the last 15 years collateral was scarce As the financial system shifted towards collateralised funding demand for safe assets grew But there is a limit The amount

When the river runs dry

You will return to the scene of the crime when the river runs dry Hunters and Collectors Those of a certain age and geographical bias will remember Hunter and

The Sunday League of de-dollarisation

There s been pulse quickening among de dollarisation enthusiasts over developments in a project called mBridge The excitement appears completely misplaced De dollarisation is a popular hobby by all sorts

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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.

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