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The next 5 years of US economic growth
The private sector continues to de-leverage. Are fiscal deficits big enough to overcome that and drive 5%+ growth?
Nov 9
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Peter Farac
20
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The next 5 years of US economic growth
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Spiralling government debt isn’t a choice
There is little governments can do when the private sector decides to save, other than to spend itself.
Sep 29
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Peter Farac
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Spiralling government debt isn’t a choice
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Cross-border capital flows have shaped the world
There are a few truly macro trends that, if they change, the world must change around them. The direction of cross-border capital flows is one of these.
Aug 17
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Peter Farac
45
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Cross-border capital flows have shaped the world
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Are the days of ZIRP over for the Fed?
The market over-prices the chance of <1% rates, failing to take into account the changing psychology of the humans that run the Fed
Jul 5
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Peter Farac
11
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Are the days of ZIRP over for the Fed?
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The (small) bank conundrum
The conundrum is not in what small banks should do, but what policy makers should do with small banks
May 21
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Peter Farac
15
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The (small) bank conundrum
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Bad lending, financial crises and deep recessions
The roots of a classic financial crisis is in bad lending. What makes a bank-led crisis sufficient to send an economy into a coma?
Mar 15
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Peter Farac
19
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Bad lending, financial crises and deep recessions
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A guide to (inflationary) money printing
If QE isn’t money printing, then what is?
Jan 19
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Peter Farac
22
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A guide to (inflationary) money printing
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The only thing QE did was destroy trust in the Fed
From its inception, Quantitative Easing has attracted an outsized amount of attention. Is this because it has a destabilising effect, or is it just…
Nov 9, 2022
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Peter Farac
16
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The only thing QE did was destroy trust in the Fed
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Macro Is Dead
A detailed obituary to macro trading. A deep-dive into when, why and how it died.
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Macro Is Dead
A detailed obituary to macro trading. A deep-dive into when, why and how it died.
By Peter Farac
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