Demand for Collateral and the BEI/ZC Spread

Michael Ashton - 08/09/13

June 2013 Market Update

Michael Ashton - 07/08/13

Quarterly Inflation Outlook (Q2, 2013)

Michael Ashton - 05/30/13

Why We Choose to Be "Unfocused"

Michael Ashton - 04/26/13

Why Inflation Futures Matter

Michael Ashton - 04/01/13

Presentation for Inside Indexing 2013

Michael Ashton - 03/28/13

 

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Demand for Collateral and the BEI/ZC Spread

by Michael Ashton on August 9, 2013

A Dodd-Frank inspired increase in the demand for high-quality collateral might cause the inflation swaps - breakeven difference to narrow. Read more »

June 2013 Market Update

by Michael Ashton on July 8, 2013

Due to the extraordinary volatility in the financial markets in late June, we reached out to clients with this market update. Read more »

Quarterly Inflation Outlook (Q2, 2013)

by Michael Ashton on May 30, 2013

This quarterly report is intended to give our clients and select prospects an overview of the economic and financial conditions as they relate to the possibility for an acceleration or deceleration of inflation. This is the report for Q2 2013, published May 21, 2013. Read more »

Why We Choose to Be "Unfocused"

by Michael Ashton on April 26, 2013

After which invention should Thomas Edison have stopped to "focus"? Read more »

Why Inflation Futures Matter

by Michael Ashton on April 1, 2013

Most mature markets enjoy three legs of a liquidity ecosystem: cash markets, over-the-counter (OTC) derivatives, and exchange-traded derivatives. At this point, inflation markets have only two, but if the CME proceeds to list CPI and TIPS futures there will be a significant positive impact in inflation markets.
Read more »

Presentation for Inside Indexing 2013

by Michael Ashton on March 28, 2013

Enduring's Managing Principal will be speaking at the 2013 Inside Indexing Conference in Boston in April, on the topic "Inflation - Problem, Opportunity, or Both?" Here is the presentation. Read more »