11 Comments
Jun 9, 2021Liked by Alfonso Peccatiello (Alf)

Nice piece Alfonso! Very well written, easy to follow. Looking forward to the articles to come!

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Jun 10, 2021Liked by Alfonso Peccatiello (Alf)

How do you calculate G5 credit impulse?

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Alfonso - thanks for a great the article!

Quick question please - with dept to GDP numbers hitting close to record levels, how do governments pay it back? Don't they need to hoodwink bond holders into buying or keeping them at a negative net real interest rate so that over time inflation does it thing and reduces the burden. Similar to post WWII to 1970-80's period.

Cheers

Riki

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Excellent article! New info I haven't seen before regarding the 1 yr inflation swap and enjoyed learning it. Thanks

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Nice

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