Covid-19 – Part 3: The Fall Of The USD & The Rise Of EM
June 16, 2020 (Updated) Alan Brazil Step 1: Macro Theme: The Sell-off In Commodity EM Assets Is A Buying Opportunity EM x-China equities have lagged the rebound in US and China equities EM x-China FX are at historical lows on a real basis Step 2: Fundamental Economic Framework EM economies will be harder hit than […]
Still the World’s Safe Haven?
Redesigning the U.S. Treasury Market After the Covid19 Crisis Darrell Duffie[1] Graduate School of Business, Stanford University June 6, 2020 Prepared for presentation at the Hutchins Center on Fiscal and Monetary Policy Brookings Institution, May 27, 2020 Abstract: I review the functionality of the secondary market for U.S. Treasuries in March 2020, when the Covid-19 […]
Dr. Peng Telecom & Media Group: On Ventilator
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The Case For Residential Mortgage REITs
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It Will Be A U-Shaped Economic Recovery Not A V-Shaped One
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Update On Strategies For The Coronavirus World
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