Should the US Exit the Basel Accord in Trump II?
The Basel Accord is one of the single biggest examples of a regulatory agency literally creating a new law from whole cloth.
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The Institutional Risk Analyst
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Banks | Markets | Finance
R. Christopher Whalen
- Jun 17
- 5 min
Interview: Brian Barnier on the Fed and Inflation in Never Never Land
In the 1950s through maybe into the late 1990s, the FOMC could control mortgage interest rates....
544 views
R. Christopher Whalen
- Mar 28
- 5 min
Inflation & the Passion of Jerome Powell
Perhaps Chairman Powell will be kind enough to fall on his sword on way out the door to make things easier for a future Chairman Waller...
1,071 views
R. Christopher Whalen
- Mar 23, 2023
- 6 min
FOMC Doubles Down on Market Risk
Treasury Secretary Janet Yellen and Fed Chairman Jerome Powell are another bank failure or two away from returning to the private sector.
2,925 views
R. Christopher Whalen
- Nov 2, 2022
- 6 min
Terminal Rates & Conflicted Economists
The cult of ever falling interest rates goes back 50 years and spans the terms of Fed chairs back to Alan Greenspan and Paul Volcker...
700 views
R. Christopher Whalen
- Sep 18, 2022
- 9 min
Inflation, Politics & Fed Chairmen
As the scale of Fed open market operations grew since 2008, volatility has increased, rendering the adjustment from QE to QT problematic
1,060 views
R. Christopher Whalen
- Jul 21, 2022
- 5 min
Should the FOMC Pause Rate Hikes After July?
The real message to the FOMC is this: hike another 75bp in July and then let the Fed funds target sit for a few meetings...
603 views
R. Christopher Whalen
- May 13, 2022
- 5 min
Feldkamp: Paul Volcker, Volatility, Inflation & Honesty
Benevolence, as Chris and I noted in our book "Financial Stability," always gets you more bang for the buck than being miserable.
494 views
R. Christopher Whalen
- Feb 14, 2022
- 6 min
The Curse of Humphrey Hawkins
If you consider QE “stimulus” inflationary, then Fed policy actually accelerated inflation in the November-January period.
996 views
R. Christopher Whalen
- May 25, 2021
- 5 min
Update: Rising Interest Rates & Mortgage Servicing
The Fed’s chief concern is keeping the Treasury debt market open and functional. Liquidity includes cash and risk-free collateral...
694 views
Christopher Whalen
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