Macro-Financial Analysis and Banking (M-FAB)
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Thoughts on budget proposals to defund the Office of Financial Research
A negatively convex budget proposal (downside > upside)
Jun 18
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Jill Cetina
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Macro-Financial Analysis and Banking (M-FAB)
Thoughts on budget proposals to defund the Office of Financial Research
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Say what?
Let’s lower US bank capital to reduce Treasury market fragility while Fed QT continues?
Jun 12
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Jill Cetina
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Macro-Financial Analysis and Banking (M-FAB)
Say what?
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May 2025
A busy May -- Congressional testimony, RMA webinar, two US banking industry conferences
My apologies to M-FAB Substack readers — May proved to be quite the busy month for public speaking after Texas A&M university classes ended.
May 31
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Jill Cetina
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Macro-Financial Analysis and Banking (M-FAB)
A busy May -- Congressional testimony, RMA webinar, two US banking industry conferences
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April 2025
Reflections on bank liquidity/SLR debate or how I recovered from being a skeptic...
Slides from my comments at the Sixth Annual Volatility and Risk Institute conference on financial stability -- afternoon panel on bank liquidity and…
Apr 26
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Jill Cetina
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Reflections on bank liquidity/SLR debate or how I recovered from being a skeptic...
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Tariffs, macrofinancial risks and what does it mean for banks?
Slides from today's Certificate of Bank Treasury Risk Management (BTRM) webinar
Apr 15
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Jill Cetina
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Macro-Financial Analysis and Banking (M-FAB)
Tariffs, macrofinancial risks and what does it mean for banks?
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Liquidation vs liberation day and survivor's guilt
Over my life, I have found that I see the world a bit differently than many people by virtue of having done many different things.
Apr 9
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Jill Cetina
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Liquidation vs liberation day and survivor's guilt
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Where Do We Go From Here?
And What Does It Mean for Banks? Slides from my April 3 talk at Ohio Bankers' Day
Apr 3
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Jill Cetina
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Macro-Financial Analysis and Banking (M-FAB)
Where Do We Go From Here?
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Three quick near-term macro reflections on the tariff announcement
Dedicated to my Aggie students
Apr 3
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Jill Cetina
3
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Macro-Financial Analysis and Banking (M-FAB)
Three quick near-term macro reflections on the tariff announcement
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Three quick near-term macro reflections on the tariff announcement
Dedicated to my Aggie students
Apr 3
•
Jill Cetina
1
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Macro-Financial Analysis and Banking (M-FAB)
Three quick near-term macro reflections on the tariff announcement
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March 2025
Tipping Point -- ‘Detox’ or Stagflation and Recession Risks?
And Don’t Blame This One on the Fed!
Mar 16
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Jill Cetina
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Macro-Financial Analysis and Banking (M-FAB)
Tipping Point -- ‘Detox’ or Stagflation and Recession Risks?
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January 2025
Kobayashi Maru and risks to banks around 2025 US economic policy inflections
Good morning!
Jan 29
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Jill Cetina
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Macro-Financial Analysis and Banking (M-FAB)
Kobayashi Maru and risks to banks around 2025 US economic policy inflections
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2025 -- a quest for new engines of growth in the US and other advanced economies; policy instead should focus on demographic challenges
US quest for new engines of growth risks over-focus on "easy" fixes -- pushing adjustment abroad and/or relying on tech bros; it is time to acknowledge…
Jan 11
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Jill Cetina
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Macro-Financial Analysis and Banking (M-FAB)
2025 -- a quest for new engines of growth in the US and other advanced economies; policy instead should focus on demographic challenges
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