Category: Financial Markets
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Is European credit risk mispriced?
Long term real interest rates fell below zero in all euro area countries.
What happened in the US repo market?
After US repo rates spiked the week of September 16th, economists are trying to discern the causes.
The truth about ESG ratings!
An estimated $30 trillion are invested relying on ESG (Environmental.social.governance) ratings. Are these ratings reliable and do they promote sustainability or corporate social responsibility?
Is shareholder primacy dying?
Earlier this month America's Business Roundtable decided that maximizing shareholder value is no longer their primary goal. The announcement has incited a heated debate.
Corporate debt in the US
In the US, nonfinancial corporate debt is at a fifty year high ratio to GDP. Are there risks to financial stability?
Pension funds and global yield curves
New research on the strong effect of pension assets on the long end of the yield curve.
Markets and Policy
The Fed’s relationship with financial markets has become increasingly unhealthy.
The drop in US listed firms
The number of listed firms in the U.S. has fallen in every year as a result, relative to other countries, the U.S. now has abnormally few listed firms.
The CLO market
Does the Collateralized Loan Obligation market point to a financial snag ahead?
An unstable stock market
Perspectives on the recent volatility of the US stock market.