Rashad Ahmed
@rashad-ahmed.bsky.social
76 followers 38 following 7 posts
Economist at the Andersen Institute | global macro | stablecoins | views are my own https://sites.google.com/view/rashad-ahmed
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Reposted by Rashad Ahmed
aldasoro.bsky.social
Stablecoins are already meaningful players in the Treasury market, as we show in more detail in a recent paper with @rashad-ahmed.bsky.social

www.bis.org/publ/work127...
rashad-ahmed.bsky.social
New @anderseninstitute.bsky.social Note: "When financial regulation becomes financial repression" (link below)

We take a macro view on the interactions between:

(i) high and rising debt
(ii) OBBB expansionary spending
(iii) GENIUS Act stablecoin legislation
(iv) SLR bank capital reform
Reposted by Rashad Ahmed
aldasoro.bsky.social
Aaaand new paper is out!
“Stablecoins and safe asset prices” with the awesome @rashad-ahmed.bsky.social
Quantifying the effects pf stablecoin flows on Tsy yields with instrumented linear projections, documenting asymmetric effects of inflows vs outflows
www.bis.org/publ/work127...
rashad-ahmed.bsky.social
If tariffs are going to improve US debt sustainability then why is US default risk going up?
#Finsky #Econsky
Reposted by Rashad Ahmed
arebucci.bsky.social
Join us at the 2025 Johns Hopkins Geoeconomics Conference Keynote Presentation and Panel Discussion

🗓️ Friday, May 2 | 2:00–7:00 PM

📍 Hopkins Bloomberg Center, Washington, DC

🔗 Register here: lnkd.in/eEzhX_PQ.

The conference Website is here: lnkd.in/eGbz-s_j

#Geoeconomics #JohnsHopkins
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rashad-ahmed.bsky.social
The idea that these tarriffs will be recessionary is consistent with cross asset market moves and even more directly, rising recession odds in prediction markets

equities (-)
mid/long rates (-)
STIR fwds (-)
inflation fwds beyond 1-year (-)
crude oil (-)
rashad-ahmed.bsky.social
Turns out that RRP drainage was highly responsive to T-bill supply
Reposted by Rashad Ahmed
Reposted by Rashad Ahmed
arebucci.bsky.social
Video interviews are not my favorite, and I don't like to rewatch myself, but you might find this discussion of our paper with @rashad-ahmed.bsky.social on the price impact of foreign official sales of treasuries on their yileds informative: www.youtube.com/watch?v=FGGQ... #Econsky
Dollar reserves and U.S. yields - Alessandro Rebucci
YouTube video by Faculti
www.youtube.com
Reposted by Rashad Ahmed
mchinn.bsky.social

New semester, here are data sources for students... #econsky
econbrowser.com/archives/202...