Market Thinking

making sense of the narrative

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Category: External Press

Australian Financial Review

my article on US Shadow Banks in the AFR last month. Apologies for the firewall. Bottom line is that the Fed have a much bigger Shadow Banking Problem to deal with than even the Chinese do. https://www.afr.com/markets/debt-markets/it-s-time-to-crack-down-on-us-shadow-banks-20190804-p52dnf