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The Institutional Risk Analyst
Wall Street Trims Guidance as Warsh Normalizes Policy | GS, AMP, SCHW, MS, RJF, SF, HOOD
When we consider the track of interest rates during the term of President Donald Trump, it is hard to make the case that the Powell FOMC was not giving the White House everything they wanted and more. Now, however, the US central bank seems to be headed for a policy stance that is closer to neutral than accommodative.
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Oct 19 min read
Will Credit Risk Transfer Save the Banks? Are MSRs Overvalued?
How much in synthetic CRT transactions will be done in 2024? Our best guess is many hundreds of billions globally...
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Jun 12, 20249 min read
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