The Case against a U.S. Sovereign Wealth Fund (The Financial Review)
Sovereign Wealth Funds (SWFs), with assets under management reaching over $12.9 trillion in 2024, remain prominent…
SWFs and Central Banks
Lead Content
A Model of the Fed Put (NYU)
I propose an asset pricing model where the Fed reacts to depressed stock valuations with interest rate cuts, thus…
Latest posts
Bank of Japan’s QT Accelerates, 2 Years behind the Fed & ECB (Wolf Street)
BOJ Quantitative Tightening: -¥18 trillion (-$120 billion) in March, -¥27 trillion YoY, to ¥729 trillion total…
Central Banks as Financial Agents of the State (VoxEU)
Central banks play a crucial role in modern economies, managing money supply, setting interest rates, and ensuring…
HIGHLY RATED
TOP RECENT POSTS
ALL TIME
Top Picks
Year in review: Part II
We continue our four-part series of look back at some of the content pieces that stood out in 2024…
Asset Allocators Try to Find Their Way in a New Environment
Large investors are facing a changing world on multiple fronts...