Economics

Some of the posts on this blog deal with economics.  They fall into three categories:

• Treasury and Fed.  Insights into how the Treasury and the Fed are managing their portfolios.
• Treasury Floaters.  The Treasury has begun to issue its floating rate notes.  I questioned part of the Treasury’s rationale for floaters.
• Other.  There are three posts on the Reinhart-Rogoff controversy, two about precious metals, and one about a proposed reform of the municipal bond market.

Treasury and Fed	Treasury Floaters	Other
Article in Pensions & Investments	My Comment to the Treasury on Floating Rate Notes	The Reinhart-Rogoff Film Festival
“After the Taper” Slides Now Available	Treasury Floaters: An Update	The Reinhart-Rogoff Film Festival: A Deleted Scene
Adventures with the Treasury and the Fed	Seeking Alpha Article on Treasury Floaters	A Tool That Would Have Helped Reinhart and Rogoff
Getting it Wrong on the Treasury and the Fed		Another View on Gold
Talk at the Chicago Fed		Gloom-Boom-Doom
Extending the Weighted Average Maturity: Complete Nonsense		Pitfalls to a Proposed Market Reform?
QWAFAFEW Talk on the National Debt: The Slides
The National Debt is Closer than it May Appear
Is the Treasury Really Going Long?
GARP Presentation on Interest Rate Risk and the Treasury