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Macro-Financial Analysis and Banking (M-FAB)

Macro-Financial Analysis and Banking (M-FAB)

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A Christmas Sequel: Home Alone II
The Fed and Treasury Stimulate, Leaving Affordability Behind in 2026
 • Jill Cetina
My recent interview on Treasury buybacks and shorter WAM, Fed balance sheet, next Fed Chair and the "gamble for resurrection"
Last week I did a lengthy interview with a newspaper reporter for an article that will be coming out at year end.
 • Jill Cetina
Slides for upcoming talk on 2026 outlook
I will be speaking at an event in Fort Worth soon — my last talk of the year … sharing a preview of my slides with paid subscribers … which concludes…
 • Jill Cetina
The Gamble for Resurrection
Or risks of over-heating and then stumbling ...
 • Jill Cetina
How Pervasive Are Credit Cockroaches?
US business debt levels are roughly double what is commonly understood; by contrast, the growth rate in total US business indebtedness at present does…
 • Jill Cetina
The Rise and Risks of NDFIs
Thanks to friends at ProSight Financial Association (formerly the Risk Management Association) for reaching out to me to discuss my perspective on…
 • Jill Cetina
A new flock of doves has come home to roost ... and found affordability still was top of everyone's mind.
Affordability -- the new sanifying word for elevated inflation and home prices without commiserate gains in wages and erosion of living standards
 • Jill Cetina
Macro-Financial Analysis and Banking (M-FAB)
Macro-Financial Analysis and Banking (M-FAB)
Jill Cetina, CFA's Substack on all things macro-finance, banking, regulation, fixed income markets and financial stability
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Macro-Financial Analysis and Banking (M-FAB)

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