IFE Analytics

www.wsj.com/articles/fed-officials-weigh-earlier-than-expected-end-to-bond-portfolio-runoff-11548412201 This, little bit outdated,...

www.ft.com/content/47ba9fdc-201c-11e9-b126-46fc3ad87c65 Hedge funds are increasingly shutting down their open business and turning them...

www.wsj.com/articles/theglobal-boom-barely-begun-may-be-over-11548243000 Inundated with enormous, easy money for long periods, the world...

www.wsj.com/articles/china-annual-economic-growth-rate-is-slowest-since-1990-11548037761 Chinese GDP growth for 2018 released today...

This data-driven academic research done by Fed of San Francisco hints that current economic boom in the US can hardly lead to a sharp...

Euro, at the age of 20, has shown a limitation even if it contributed to the integration of Eurozone. The inability of monetary policies...

www.wsj.com/articles/chinas-yuan-plays-fed-trump-roulette-11547186596 Break on Fed’s rate hikes and inclusion of Chinese sovereign bond...

www.wsj.com/articles/default-fears-add-fresh-stress-to-chinese-private-sector-11547203285 Around 4 T out of 12.7 T USD’s Chinese bond...

www.wsj.com/articles/tax-cut-helped-banks-earnings-growthbut-not-for-much-longer-11547388001 Thanks to Trump administration’s tax cut, US...

President Trump is signing trade deals and threatening more tariffs, vowing to shake up the global economic order. Our new visualization...

www.wsj.com/articles/as-unemployment-shrinks-in-europe-big-disparities-linger-11547033908 Even if the unemployment dropped throughout...

This is a very splendid picture that depicts world’s government debts, which are at a very dangerous level. https://howmuch.net/articles/...

www.ft.com/content/a84647f8-0d0b-11e9-a3aa-118c761d2745 Milton Friedman argued that for a company to pursue anything other than (legal)...

www.ft.com/content/786144bc-fc93-11e8-ac00-57a2a826423e “In addition, given the mantra of shareholder value maximisation and the...

www.ft.com/content/a3bedbdc-0efa-11e9-acdc-4d9976f1533b As Apple forecasts a declining sales in China freaked-out investors are...

www.ft.com/content/6de4aafa-0e69-11e9-a3aa-118c761d2745 Sovereign yields of Germany, UK, and Treasury added declines, triggered by the...

https://www.wsj.com/articles/u-s-government-bonds-surge-on-weak-manufacturing-data-11546531747 앞서 포스팅으로 국채 수익률과 경기 예측에 대한 관계를 알았으면, 링크한...

많은 경제지나 경제 전문가들이 최근 Sovereign Yield Curve가 Flatten됐네, 눕고 있네 하며 경기 하락을 예측하고 있다. 도대체 이게 무슨 소린가? 하나씩 하나씩 천천히 알아가 보자. 하나. 현재가치와 미래가치: 파이낸스의...

무조건 적은 부채가 아니라 적당한 수준의 정부부채가 좋은 것이다. 예를 들어 일본의 Debt to GDP는 약 250%를 달리고 있지만, 아무도 일본의 재정 위기를 걱정하지도 예상하지도 않는다. 오히려 최근들어 글로벌 경기 침체가 예상되는 가운데...

Before 2008, the Fed never paid interest to the reserve of banks, which has changed after 2008. The effects of paying interest are: 1)...