Practical analysis for investment professionals
US Treasury
Timothy Geithner: The Financial Crisis 10 Years Later
Former US Treasury secretary Timothy Geithner sat down with Andrew W. Lo for an extraordinary conversation to mark the 10-year anniversary of the global financial crisis.
Poll: What Will Foreign Central Banks Do as the Federal Reserve Unwinds QE?
The FT/IMF recently reported that more than 62% of foreign central banks' assets are denominated in US dollars, of which a significant portion is in US Treasuries.
Notes from the Field: CFA Institute Fixed Income Conference 2011
General Tenor: Bearish. Almost all of the speakers at the conference expressed concern about the direction of the global economy. Specifically, bearishness was expressed for:
The European sovereign debt crisis
The U.S. Congress’s political gridlock and inability to resolve the U.S…. READ MORE ›