Category: Monetary Policy

  • Federal Reserve vs the Eurodollar Market: Who’s Really in Control?

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    Most people assume the Federal Reserve runs the global dollar system. It sets interest rates, it prints money, it backstops the banks — so naturally, it must be in charge, right? The uncomfortable truth, one that mainstream financial commentary rarely confronts head-on, is that the Fed shares its throne — and on many days, it…

  • Banks Are Quietly Cutting Off Private Credit — And Insurance Companies Are Next in the Firing Line

    Banks Are Quietly Cutting Off Private Credit — And Insurance Companies Are Next in the Firing Line If you’ve been following the slow-motion unraveling of private credit markets, the past two weeks delivered two unmistakable warning signals. First, major banks — not just JPMorgan but now Goldman Sachs and Barclays too — are systematically cutting…

    Banks Are Quietly Cutting Off Private Credit — And Insurance Companies Are Next in the Firing Line