#Yields

Debashish

DEBASE3

The last leg of this current liquidity driven run may have started as bond yields start rising again in US treasuries This was to be expected given the sharp fall

Mohamed Hawary

MohamedHawary

I don’t see renewed dollar liquidity squeeze this year. Emerging markets are the most vulnerable and these are the current metrics that lead me to this conclusion:1- EMs net liabilities

Sahil Bloom

SahilBloom

1/ Bonds & Yields 102This week, I posted a thread laying out the basics of bonds and yields - Bonds & Yields 101.I got a lot of questions on more

Sahil Bloom

SahilBloom

1/ Bonds & Yields 101If you follow the financial news, you see and hear a lot of talk about bonds and bond yields.But what are they and how do they

Brad Setser

Brad_Setser

Central banks around the world sold well over $100 billion in long-term Treasuries in March. Those sales came when private U.S. investors were also selling. The dollar's role in

Qiao Wang

QwQiao

If you are not amazed by what's happening in DeFi you are not paying attention. Yes fees are high. Yes settlement time is long. Yes liquidity is low. Yes most

Su Zhu

zhusu

when yield farming started, APRs were higher due to risk / unauditedas it matures, i expect sustainable yields to be below CeFi yields due to tax. will likely be a

monetsupply.eth

MonetSupply

Talking about yields and APY only makes sense to me in a context where you can reasonably expect to get your initial investment backWhy should you care? And how are

mule

FoolAllTheTime

This really simple slide from Marvell's investor day really keeps coming back to me over and overBeing first matters a lot more in semiconductors than in other markets, and for

~Nicole~

ChaoticLife13

We have a thread here that's basically why can't Intel have 64cores like AMD?! Why doesn't AMD use monolithic?! Why is mobile monolithic?This pops up too much so I'm answering

RationalInvestor

Orangeman1992

Since pandemic started, USA dumped more than $5T on the American economy. GS economist Blake Taylor thinks there’s a good chance we haven’t seen the last of these fiscal spending packages and

Raoul Pal

RaoulGMI

With one of the largest deflationary waves in modern history underway, the chances of negative CPI is very high. That might mean the Fed will do the unthinkable in the

Chairman AW

AffiSupaStar

Just had a chat with a friend and the one takeaway that hit me hard is how much lack of reliable data yields to disastrous policy moves. Rice has long

Amey Kulkarni

amey_candor

Manappuram fell by -10% today.In fact it has fallen a whopping -58% from its top on 9th Nov-21What happened?And what should you do?1/n Background:Manappuram is one of the top 2

QUB Economic History

QUCEHBelfast

Delighted to welcome @MKorevaar93 to QUCEH to present his work on investor demand and house prices Despite widespread central banker concerns about investors reaching for yield in housing markets, very

Ari Paul ⛓️

AriDavidPaul

Nope. Not to pick on Larry but this is a good excuse to talk about what correlation means and doesn’t mean. Very often you have two assets that can even