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Convex Strategies | Risk Update: June 2021 – “Perhaps the real framework is anything that justifies not tightening?”

We absolutely must open this month’s Update with a wonderful bit of prose submitted to the Financial Times from our favourite poet laureate of the economics fraternity, Bill White. “The Fed says it will no longer react to anticipated higher inflation but only to actual higher inflation. Yet they are failing to react to actual…



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Convex Strategies | Risk Update: June 2021 – “Perhaps the real framework is anything that justifies not tightening?”

https://convex-strategies.com/2021/07/23/risk-update-june-2021

We absolutely must open this month’s Update with a wonderful bit of prose submitted to the Financial Times from our favourite poet laureate of the economics fraternity, Bill White. “The Fed says it will no longer react to anticipated higher inflation but only to actual higher inflation. Yet they are failing to react to actual…



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https://convex-strategies.com/2021/07/23/risk-update-june-2021

Convex Strategies | Risk Update: June 2021 – “Perhaps the real framework is anything that justifies not tightening?”

We absolutely must open this month’s Update with a wonderful bit of prose submitted to the Financial Times from our favourite poet laureate of the economics fraternity, Bill White. “The Fed says it will no longer react to anticipated higher inflation but only to actual higher inflation. Yet they are failing to react to actual…

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