Archive - ExorbitantPrivilege

February 2025

January 2025

Beige Book looks hawkish

Growth deemed strong, inflation not beaten.

Jan 28 •

Meyrick Chapman

Fed Leaves Green Blob

Move signals return to historic focus on protecting value of the currency

Jan 22 •

Meyrick Chapman

A tale of 2 QEs.

QE losses = increase in private wealth. The BoE provides a massive boost to private wealth. Arrangements need to be revisited.

Jan 19 •

Meyrick Chapman

UK's bank regulator pre-empts end of Endgame

PRA announces postponement of Basel 3.1

Jan 18 •

Meyrick Chapman

End of Endgame?

Fun again? Will the TrumpII kill bank capital increase?

Jan 17 •

Meyrick Chapman

Paid subscriptions

A small change for readers.

Jan 16 •

Meyrick Chapman

Myths and Reality

US fiscal sustainability myths and real risks to the Treasury market

Jan 11 •

Meyrick Chapman

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