by Mason Stevens | Aug 31, 2020 | Macro & Markets
Each year there is a large gathering of economists, financial market participants, academics, US government officials in Jackson Hole, Wyoming (USA), to discuss long-term economic policy issues of mutual concern. All the papers are available online. This year’s...
by Mason Stevens | Aug 5, 2020 | Fixed Income
“Who’s to blame for the lives that tragedies claim, No matter what you say, It don’t take away the pain” P.O.D. [2001] In Australia,...
by Mason Stevens | Aug 4, 2020 | Fixed Income
“So shiny, my polyester girl” Regurgitator [1997] Real yields on 10-year US Treasuries hit -1% on Friday – a first for American history –...
by Mason Stevens | Jul 13, 2020 | Macro & Markets
“Don’t call it a comeback, I’ve been here for years” LL Cool J (1990) I set aside time each week in my “reading time” to peruse theories that I disagree with. I believe this is key in mitigating confirmation bias associated...
by Mason Stevens | May 27, 2020 | Fixed Income
Understanding inflation is crucial to investing because inflation can reduce the value of investment returns. Inflation impacts all aspects of the economy – be it household spending, business spending, employment rates or interest rates. Inflation is a...
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