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Beware of European gloating over the US banking mess
UK banks have seen the same shift in deposit composition
15 hr ago
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Meyrick Chapman
2
2
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Beware of European gloating over the US banking mess
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Ebb Tide
Rebuilding the Treasury General Account will drain liquidity and bring Fed pivot forward
May 29
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Meyrick Chapman
5
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Ebb Tide
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International flow vs. domestic ebb
Fall in the dollar may be helping equity markets
May 15
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Meyrick Chapman
3
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International flow vs. domestic ebb
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Divert/distract
An (ex)central bankers guide to ill-conceived remedies for policy errors
May 9
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Meyrick Chapman
5
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Divert/distract
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Oil, Containers and Wealth
Trade flows don't tell you where capital is invested
May 4
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Meyrick Chapman
5
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Oil, Containers and Wealth
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April 2023
Reasons to be Cheerful
Money, a lower dollar and risky assets.
Apr 28
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Meyrick Chapman
8
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Reasons to be Cheerful
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In Defence of the Dollar
My friend, and Elliott alumni, Jay Newman and I wrote a piece for POLITICO on the dollar.
Apr 25
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Meyrick Chapman
1
2
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In Defence of the Dollar
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And None of the Piggies Go to Market
Competition for Fed liabilities is mounting, and will constrain credit, and risk assets
Apr 16
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Meyrick Chapman
12
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And None of the Piggies Go to Market
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The Fed, the Law and Deposit Flight
Time to revisit the boundaries of 'extraordinary policy'
Apr 7
•
Meyrick Chapman
8
4
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The Fed, the Law and Deposit Flight
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Unfair competition?
The Fed's credit-enhanced gift to flighty depositors, the RRP, needs attention.
Apr 2
•
Meyrick Chapman
9
5
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Unfair competition?
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March 2023
Exorbitant Chat, Episode 7: Frank Shostak
Listen now (43 min) | Frank gives an Austrian economics point of view of the current banking problems; they were entirely foreseeable, inflation is…
Mar 30
•
Meyrick Chapman
2
3
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Exorbitant Chat, Episode 7: Frank Shostak
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Exorbitant Chat, Episode 6: Pippa Malmgren
Listen now (43 min) | Pippa talks with me about the dollar's "assemblage of trust", Hot Wars in Cold Places, Cold Wars in Hot Places, Huawei and the…
Mar 29
•
Meyrick Chapman
1
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Exorbitant Chat, Episode 6: Pippa Malmgren
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