The Institutional Risk Analyst

Banks | Markets | Fintech

QE & the Yellen Banking Crisis

By any reasonable standard, Janet Yellen should have already resigned, but not in the strange world of Washington.

3,143 views

Who Killed Silicon Valley Bank?; The IRA Bank Book Q1 2023

Last week not a single member of the Big Media managed to ask Fed Chairman Jerome Powell about the state of the US banking system

8,917 views

Will SOFR Be the Death of Jay Powell?

If the Fed causes another liquidity crisis as it ends QE and shrinks the balance sheet, then Chairman Powell should immediately resign.

1,357 views

The Curse of Humphrey Hawkins

If you consider QE “stimulus” inflationary, then Fed policy actually accelerated inflation in the November-January period.

859 views

Powell, Yellen, Bernanke and Post-QE Deflation

The Powell FOMC has lost all credibility when it comes to financial markets or managing inflation and independence from the US Treasury

780 views

Three Questions for Chairman Powell

Look for the FOMC to act early and go big in terms of forward repurchase agreements at the first sign of liquidity stress.

664 views

Fed Hikes Rates, Rescues Money Market Funds

When you hear people talking about the Fed tapering QE next year, you know they are behind the proverbial curve.

907 views

Chairman Powell: Fine Tuning and Price Stability

Each burst of liquidity provided by the FOMC in response to a major externality creates the conditions for the next financial crisis

898 views