FT(Financial Times) 읽어주는 남자

Heard of Bob Good? 08.05.2023 6:40 ↓

He and like kind could bring Democrats to their knees or worse.

Nuclear Accident 08.05.2023 4:52 ↓

Russia evacuates towns near what is the largest Nuclear plant in Europe.

역사수업 Black Scholes 1987 27.04.2023 8:15 ↓

Financial models breakdown at their height of adoption

Fed Credit Allocation Issue 27.04.2023 8:21 ↓

The Fed allocates credit. That’s a given. Our job is to know who benefits when rates rise and fall.

고래싸움에 새우등 24.04.2023 7:28 ↓

Poor Samsung and SK hynix feeling the brunt of US China brawl

AI bloodbath 21.04.2023 10:42 ↓

Cloud leaders are staking huge positions in AI. How much crumble will be left over?

T-bill route? 20.04.2023 8:30 ↓

What inpact will Debt ceiling row have on T-bills?

China Hopes 20.04.2023 4:33 ↓

New home prices rise after two years of falling. There is no inflation.

San Franscisco halving 19.04.2023 5:27 ↓

US office prices collapsing

No more buyouts 19.04.2023 4:42 ↓

Since 2006 buyout fund returns only as good as public indices.

No more Fed put? 17.04.2023 6:23 ↓

It won’t come so easy for the Fed to prop up the market with rate cuts like in the past.

China could sanction non-Chinese EV industry 17.04.2023 4:34 ↓

Weaponizing rare earth?

Credit Crunch 12.04.2023 8:59 ↓

Credit Crunch takes long to play out

Vanguard + Ant combination failed 06.04.2023 7:41 ↓

In the Chinese pension market, a very risk-on product will succeed in taking in money.

American Poverty 05.04.2023 11:19 ↓

Matthew Desmond is a latter day prophet in a guise as a sociologist.

Alibaba Six 03.04.2023 4:52 ↓

Domestic Ecommerce, International Ecommerce, Logistics, Cloud, Services, Entertainment. Which is the crown jewel?

Europe real estate stock index fall 24% in March 03.04.2023 5:21 ↓

This could turn into a vicious cycle.

Liquidity to Credit crisis? 03.04.2023 8:02 ↓

Regional bank crisis may turn into a credit crisis, via commercial real estate meltdown.

me Corona 27.03.2023 0:50 ↓

I will be back this weekend with new episodes.

EU Banks hemmed in by their own 23.03.2023 9:15 ↓

Esma is threatening India to allow direct oversight by holding a gun to European banks’ head.

Uppercut, left right hook 22.03.2023 13:08 ↓

Fed will probably raise rates today. But terminal rate cannot be 5.5. More like 4.5 정정: 정상적 상황에서 terminal = neutral. 지금처럼 인플레가 있는 상황에서 terminal이 neutral보다 높아야 정책 의지가 표시됨. 다음 금리 결정은 3월이 아니고 5월

Swiss style(?) rescue 21.03.2023 6:47 ↓

UBS CS merger has time bombs ticking inside it.

Anti US alliance 21.03.2023 5:43 ↓

Xi and Putin show off ties.

Quantum mechanics in banking crisis 20.03.2023 8:09 ↓

The system will survive or die. There is not a half way station.

2008? 20.03.2023 8:05 ↓

Banks don’t seem better regulated. Central banks are tied up. Risk looms large.