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China Junk bonds

December 18, 2021 By Asi de Silva

Peak Market Uncertainty in 2022

We face peak market uncertainty in 2022 as rate hikes give way to 2021’s easy liquidy. The Fed will stop expanding the balance sheet by March 2022 and it plans three rate hikes next year. This assumes core inflation falling sharply, whereas we see core inflation staying high even as headline inflation eases next year. […]

Filed Under: Blog, News, The Dispatch Tagged With: bitcoin pricing model, bond yield, buybacks, CAPE ratio, central bank liquidity, china equities, China Junk bonds, china macro, China policy, China RE policy, crypto adoption, crypto outlook, equity valuations, Evergrande, fund inflows, insider selling, options activity, retail speculation, yield curve

November 13, 2021 By Asi de Silva

US Inflation Surge

US inflation surge is the big news this week in the media, although The Dispatch is tired of the subject. Last week, we reiterated our high inflation view in Dispatch #36, which was first laid out in Dispatch #23. We continue to see shelter inflation catch-up offset the coming slowdown in transitory items that are […]

Filed Under: The Dispatch Tagged With: bitcoin adoption, bitcoin on-chain data, Caroline Crenshaw, China Junk bonds, China RE policy, CPI, CPI components, crypto adoption, Defi, Defi regulation, Energy prices, Eric Balchunas, goods consumption, inflation, oil export ban, on-chain data, Pew Research, SEC, SEC crypto compliance, SEC crypto ETF approval, shelter inflation, sticky price inflation, stranded energy, Van Eck

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