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#TALF
Rudy Havenstein, Elysium ESG Diversity Officer
RudyHavenstein
This is a fun party game.Download the Fed's TALF-borrower Excel file, and look to see if you got billions in very cheap non-recourse loans! #FedHistory https://www.federalreserve.gov/regreform/reform-talf.htm Spoiler alert: You are
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Bharat Ramamurti
BharatRamamurti
The CARES Act gave the Treasury Department at least $454B to use to support the economy. The Treasury and the Fed just announced how they will use $195B of it.
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Valuations
Valuations_
Questions I’m asking myself about the $CACC short thesis.(thread)CC: @greenycapital @johngaltier45 @FZucchi @PlainSite @tonythearena @AnalystDC In a ZIRP environment, why am I shorting anything? Isn’t this like doing gymnastics into
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Frank Partnoy
FrankPartnoy
Here's a thread about the new Federal Reserve programs that rely on credit ratings. I hope it's helpful to someone out there. I've included citations so it's easy to follow
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marc friedrich
marcfriedrich7
#FED balance goes nuts: +$1,143 trillion in 2 weeks!!! Who thinks that should do the job is completely wrong. The FED is in a shopping spree to save the system
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Kaleb Nygaard
KalebNygaard
Dear family and friends, A plain English interpretation of the Federal Reserve’s actions yesterday. - Intro - Inflation disclaimer - Why this matters - 6 major
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New York Fed
NewYorkFed
"Implementing the Fed’s Facilities: Moving at Maximum Speed with Maximum Care"Remarks by Daleep Singh, EVP, before the Money Marketeers (@MonMarketeers) of New York University (via audio webinar)https://nyfed.org/3eAyLI3 [F]inancial m
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New York Fed
NewYorkFed
"The Federal Reserve’s Recent Actions to Support the Flow of Credit to Households and Businesses" Remarks by Lorie Logan, EVP, before the Foreign Exchange Committee → https://nyfed.org/2XAiOLH In early to
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Kevin Kelly, CFA
Kevin_Kelly_II
0/ The world has morphed into one big macro trade.Asset prices are increasingly driven by global policy expectations rather than underlying fundamentals.Deflation + insolvency risk is rising.Potential knock-on effects are
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