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I have been speaking about a Fed pivot for a while now. One of the biggest reasons for a Fed pivot is deteriorating liquidity conditions and how that…
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Has the Thesis Changed? Listen now (14 min) |
Deer Point Macro
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Everyone continues to talk about rate hikes and the need for the Fed to be able to destroy demand. We are already seeing demand destruction, and we are…
Deer Point Macro
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With the rising interest rates and the Fed saying they will "taper off" the buying of MBS, we have seen mortgage rates skyrocket. There have been rapid…
Deer Point Macro
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I have spoken a lot about cross-currency basis swaps, but many people may still be wondering what a cross-currency basis swap is and why they should…
Deer Point Macro
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Everyone seems to be talking about inflation. I will be discussing why deflation is the real problem that we will see. There are many deflationary signs…
Deer Point Macro
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One of the things I’ve been vocal about is the Fed’s inability to be able to sustain interest rates, and their backing off from the current “tightening…
Deer Point Macro
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Europe is continuing to see deterioration across the board. Whether we are looking at banks, corporations, or bank’s ability to be able to access the…
Deer Point Macro
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This is Deer’s Newsletter, a newsletter about Macroeconomics .
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