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Sharks or Dolphins? Part 2
The basis trade is here to stay, because the authorities created it
Jun 22
•
Meyrick Chapman
3
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Sharks or Dolphins? Part 2
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3
Sharks or Dolphins? Part I
The basis trade proliferates. Is it benign or dangerous?
Jun 19
•
Meyrick Chapman
7
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Sharks or Dolphins? Part I
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Beige Book
No strong signal for change, concern remains over growth outlook and tariffs
Jun 9
•
Meyrick Chapman
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Beige Book
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May 2025
BM Talks
A chat with Helen Thomas (Blonde Money)
May 22
•
Meyrick Chapman
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BM Talks
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Two Sided Dollar Deficit
Trade is Technology; a deficit supports a surplus
May 9
•
Meyrick Chapman
4
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Two Sided Dollar Deficit
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Déjà Vu or Glitch?
Did they change something in the dollar?
May 1
•
Meyrick Chapman
1
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Déjà Vu or Glitch?
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7
April 2025
Beige Book Blue
Shift lower in economic assessment overwhelms concerns about inflation
Apr 26
•
Meyrick Chapman
1
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Beige Book Blue
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No One Else Wants It
US can't shake off 'exorbitant privilege' even if led by donkeys
Apr 24
•
Meyrick Chapman
3
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No One Else Wants It
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The Rest Isn't Noise
Public better attuned to radical change than financial professionals?
Apr 16
•
Meyrick Chapman
2
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The Rest Isn't Noise
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Advice to a Prince
Don't be rapacious, irresolute and fickle
Apr 10
•
Meyrick Chapman
2
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Advice to a Prince
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Interesting Times
A proverb wrongly attributed to China, proves appropriate
Apr 1
•
Meyrick Chapman
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Interesting Times
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March 2025
It's Worth It, The Sacrifice?
Questions over Fed central bank swaps, and American IMF membership
Mar 26
•
Meyrick Chapman
1
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It's Worth It, The Sacrifice?
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