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In Stablecoins, Don't Bet Against China.
China is for real in stable.
Sep 12
•
Donald Elefson
4:19
Will The Dollar Get The Yips?
Could bonds getting the yips send the US dollar down
Sep 4
•
Donald Elefson
1
4:53
August 2025
When Interest Rates Bail the Government Out.
The US has a borrowing problem and is trying to push rates down to solve it.
Aug 26
•
Donald Elefson
1
3:36
US Dollar, Start Moving to the Exit Door?
Many signs point to a continuation of the weak dollar.
Aug 21
•
Donald Elefson
4:13
Brazil's Inflation, New and Improved
It is a new Brazil.
Aug 13
•
Donald Elefson
3:17
Cockroaches And US Treasuries
There is never just one.
Aug 11
•
Donald Elefson
1
4:12
Will Demand for US Treasuries Fade?
There are headwinds to US treasury demand that must be watched.
Aug 6
•
Donald Elefson
4:18
Yield Pick-up Trades and the US Fed
How aggressive would a US Fed rate cutting program be?
Aug 4
•
Donald Elefson
3:54
July 2025
Brazil Tariffs A Big "Nothing Burger"
Continue to favor Real yield over US dollar.
Jul 30
•
Donald Elefson
2:11
Has the US Dollar Inflected Upwards?
Do foreign bonds still make sense?
Jul 30
•
Donald Elefson
4:48
Brazil and Taco Grande part 2
Brazil may be the "taco grande"
Jul 22
•
Donald Elefson
3:58
Brazil and A "Taco Grande"
Listen now | Tokenized Brazilian Tesouros are great for yield and lending.
Jul 16
•
Donald Elefson
4:13
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