Joseph Wang

[behappyalways]

A good watch

A lot More Pain To Come” For Risk Assets | Joseph Wang
https://m.youtube.com/watch?v=oqPb6gKc7mQ

[behappyalways]

The Money Still Flows
https://fedguy.com/the-money-still-flows/

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Solvency Constraints
https://fedguy.com/solvency-constraints/

[winston]

About Joseph J Wang

Joseph spent 5 years studying the plumbing of the financial system as a senior trader on the open markets desk.

The Desk sits at the center of the dollar system as its ultimate and infinite provider of dollars.

It has access to virtually all regulatory and financial data, as well as open lines of communication with all major market participants. It is one of the few places in the world where one can definitively learn how the system works.

Prior to joining the Desk, Joseph was a credit analyst and in another life he practiced law.

He holds a B.A. in Economics from Northwestern University, a J.D. from Columbia Law School, and an MSc. in Financial Economics from Oxford University.

[behappyalways]

Stock and Flow

The impact of tighter policy going forward is less certain because higher rates restrain some sectors but subsidize others.

https://fedguy.com/stock-and-flow/

[behappyalways]

Trapped Liquidity
https://fedguy.com/trapped-liquidity/

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Credit Boom
https://fedguy.com/credit-boom/

[behappyalways]

A good watch

The Fed is failing behind (again)
China's tremendous hidden reserves
Will MOF intervene and protect the Yen?

https://twitter.com/FedGuy12/status/1675264714795024385

[behappyalways]

Markets Weekly July 8th

Global yields SURGE!
Is the top in for stocks this year?
Will the dollar strengthen?

00:00 - Intro
00:36 - Global yields surge
07:04 - Is the top in for equity markets this year?
11:38 - Should the dollar be selling off?

https://m.youtube.com/watch?v=j2pGZ8e5yU0

[behappyalways]

Markets Weekly July 15

Is inflation really dead?
Will the BOJ tweak it's YCC framework?
Why the key to future hikes depends on the accuracy of "long and variable lags"

00:00 - Intro
01:15 - Is inflation dead?
06:55 - Will the BOJ tweak it's YCC framework?
10:24 - No "Long and Variable lags" = Hikes

For my latest thoughts:
www.fedguy.com

https://m.youtube.com/watch?v=Oi6aawh6F8g