Jasper Cox-Watson
@jaspercox.bsky.social
Politics, economics, finance, sustainability. Views my own.
“fiscal crises in bond markets tend to be driven less by the inevitability of compounding interest payments and more by sudden collapses in credibility, currency runs and imported inflation.” >> worth considering when we hear panic about government deficits/debt
The counterintuitive truth about deficits for bond investors - one of the most followed bond strategists Matt King (formerly of Citi argues in this oped that most of the time, higher gov debt levels have been associated with lower yields, not higher on.ft.com/3QGsezm
November 17, 2023 at 8:45 AM
“fiscal crises in bond markets tend to be driven less by the inevitability of compounding interest payments and more by sudden collapses in credibility, currency runs and imported inflation.” >> worth considering when we hear panic about government deficits/debt
NEW REPORT ON CLIMATE CHANGE AND GOVERNMENT BONDS 🔎 Investors are now seeking to incorporate climate considerations systematically in sovereign debt analysis and even engagement www.unpri.org/sovereign-de...
Considering climate change in sovereign debt
Investors increasingly consider climate change in sovereign debt assessment - both risks and opportunities for positive impact. This paper helps investors understand the many links between sovereign d...
www.unpri.org
November 10, 2023 at 8:41 AM
NEW REPORT ON CLIMATE CHANGE AND GOVERNMENT BONDS 🔎 Investors are now seeking to incorporate climate considerations systematically in sovereign debt analysis and even engagement www.unpri.org/sovereign-de...
Great to be in beautiful Kilkenny for @kilkenomics.bsky.social ! Tackling the big topics with a healthy dollop of humour
November 3, 2023 at 6:09 PM
Great to be in beautiful Kilkenny for @kilkenomics.bsky.social ! Tackling the big topics with a healthy dollop of humour
House building may be a popular policy for opposition parties… but in the UK context not clear 1) that housing supply is the big block to affordable housing and 2) that if it were, you can make houses cheaper without annoying existing homeowners on.ft.com/3silwHv
November 3, 2023 at 9:46 AM
House building may be a popular policy for opposition parties… but in the UK context not clear 1) that housing supply is the big block to affordable housing and 2) that if it were, you can make houses cheaper without annoying existing homeowners on.ft.com/3silwHv