Edward BallsdonNov 24, 20231 minAnatomy of an "Expansionary Banking Cycle"RESEARCH CONTENT Banking sectors in various countries have seen a tripling and quadrupling of balance sheets post GFC. This detailed...
Edward BallsdonNov 10, 20231 minCANADebtPublished 10 Nov 23 RESEARCH CONTENT Deep dive into the Canadian economy and financial markets highlighting Debt Dynamics Public sector...
Edward BallsdonNov 1, 20231 minPMI vs Credit MetricsRESEARCH CONTENT Analysis showing that whilst PMIs dropped in 4Q2022 in many developed countries, private sector credit growth remained...
Edward BallsdonOct 20, 20231 minThe BOJ’s debt "strait jacket” RESEARCH CONTENT An ex-BOJ member has suggested that the BOJ could raise short end rates, but the hurdle to raise long end is high due to...
Edward BallsdonOct 4, 20231 minYield Curves and Government FinancesRESEARCH CONTENT Pre and post GFC, the Japanese credit cycle has been a useful guide to understand the future credit cycle and monetary...
Edward BallsdonSep 25, 20231 minThe UK rollercoasterRESEARCH CONTENT Following decades of arguably loose monetary policy, economic leverage has substantially increased in the UK. This was...
Edward BallsdonSep 14, 20231 minUS Inflation TrendsRESEARCH CONTENT: Until recently, the US experienced a 30 year period of stable low core inflation. The recent spike was led by an...