The hottest Market conditions Substack posts right now

And their main takeaways
Category
Top Business Topics

The NY Fed Trading Desk's Time to Shine?

The Overshoot • 373 implied HN points • 01 Sep 23
💰 Finance Central Banks Market conditions Government debt Monetary Policy
  1. Central banks should consider being more active in making markets for government debt directly.
  2. During the Covid crisis, bond dealers did not step in to stabilize markets, prompting central banks to intervene.
  3. Constraints on dealers may have led to market instability, prompting discussion on potentially revising regulatory choices.

Wall Street is waking up to the inflation problem, but is it enough to turn the trend around

Ecoinometrics • 58 implied HN points • 22 Jan 24
💰 Finance Inflation Market conditions Federal Reserve
  1. Inflation, especially from the services sector, is not returning to pre-COVID levels.
  2. Financial markets are adjusting their expectations for rate cuts in 2024.
  3. Loose financial conditions may benefit Bitcoin and risk assets, but watch for potential reversals signaling a recession or inflation issues.

The Fed's $300B Emergency Response

Apricitas Economics • 57 implied HN points • 18 Mar 23
💰 Finance Emergency Response Banking System Financial Stability Market conditions Interest Rates
  1. The Federal Reserve lent over $300B in emergency funds to American banks to stabilize the financial system.
  2. Most of the emergency lending was short-term, with a majority of the funds coming from the discount window.
  3. Reforms to the discount window have helped reduce stigma around borrowing from the Fed during financial crises.
Get a weekly roundup of the best Substack posts, by hacker news affinity: