Tag Archives: Deficit

It’s Always About The Treasury Flows

We have looked at the central bank holdings — both the Fed and foreign central banks — of marketable Treasury bills, notes, and bonds over the past twenty years and were quite surprised by our findings.   Our analysis may also … Continue reading

Posted in Bonds, China, Interest Rates, Japan, Uncategorized | Tagged , , , , | 1 Comment

EU ready to ease Spain’s deficit pain

(click here if video is not observable)

Posted in Black Swan Watch, Euro, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , , | Leave a comment

Quote of the Day: SecTreas Gets It

There is no way of knowing how long financial markets will give the American political system to get ahead of this [fiscal/sovereign debt] problem.  But it makes no sense for us to wait until they force action upon us.   … Continue reading

Posted in Quote of the Day, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment