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April 18 Bonds Commentary: Todd Colvin

Todd Colvin, Ambrosino Brothers


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April 17 Bonds Commentary: Dan Deming

Dan Deming, KKM Financial


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April 16 Bonds Commentary: Todd Colvin

Todd Colvin, Ambrosino Brothers


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April 15 Bonds Commentary: Dan Deming

Dan Deming, KKM Financial


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April 12 Bonds Commentary: Dan Deming

Dan Deming, KKM Financial


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April 11 Bonds Commentary: Larry Shover

Larry Shover, Efficient Advisors


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April 10 Bonds Commentary: Dan Deming

Dan Deming, KKM Financial


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April 9 Bonds Commentary: Dan Deming

Dan Deming, KKM Financial


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April 8 Bonds Commentary: Todd Colvin

Todd Colvin, Ambrosino Brothers


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April 5 Bonds Commentary: Dan Deming

Dan Deming, KKM Financial


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April 4 Bonds Commentary: Larry Shover

Larry Shover, Efficient Advisors


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April 3 Bonds Commentary: Dan Deming

Dan Deming, KKM Financial


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April 2 Bonds Commentary: Larry Shover

Larry Shover, Efficient Advisors


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April 1 Bonds Commentary: Dan Deming

Dan Deming, KKM Financial


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March 29 Bonds Commentary: Todd Colvin

Todd Colvin, Ambrosino Brothers


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Joe Says It Ain’t So

With partisan goggles, we plunge back into the muck.


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He Went to Jared

Heaven help us, we’re at the mercy of the Slim Suit crowd.


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Let’s ‘Kick Coronavirus’s Ass’

In this nightmarish moment, we’re feeling warm and fuzzy about the cold and calculating Andrew Cuomo.


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Thank God the Doctor Is In

Peeking out our windows, we see America shriveling.


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Plagued by the President

Trump washes his hands of responsibility.


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Trump’s Crazy Fantasy World

In what The Spectator calls “the Year of the Drunken Uncle,” three old guys vie for the presidency amid coronavirus fears and a careering stock market.


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Trump Makes Us Ill

Going viral is not a good thing this time.


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America’s Parasite

Frankly, Trump doesn’t give a damn.


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A Meme Girl Mash-Up

As the pols take the fight out back to the web, will the dank memes prevail?


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The Don Strikes Back

An enraged and ebullient Trump ups the body count.


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The Killing of Ahmaud Arbery

Another black man falsely assumed to be a criminal is dead.


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Covid-19’s Race and Class Warfare

This crisis is exposing the savagery of American democracy.


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For Trump, Lying Is a Super Power

He will use deception to keep his bungled response to Covid-19 from ruining his re-election chances.


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Covid-19, Confusion and Uncertainty

It will be a difficult road back to any kind of normal living.


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Stop Airing Trump’s Briefings!

The media is allowing disinformation to appear as news.


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The Brother Killer

Many factors make blacks, especially black men, particularly vulnerable to the coronavirus.


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Focus the Covid-19 Fight in Black Cities

Let’s concentrate on where the need has been shown to be greatest.


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Social Distancing Is a Privilege

The idea that this virus is an equal-opportunity killer must itself be killed.


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The Racial Time Bomb in the Covid-19 Crisis

Pre-existing health conditions leave one group particularly vulnerable.


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The Politics of a Pandemic

Trump wants us to see him as defeating a foreign enemy.


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Lots to Lose on a Cruise

What happens when voyages go viral.


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Mutineers, Raise Your Hands

Almost every movie reminds Trump of … something it’s not.


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Trump’s Flounder Period

What this country needs is another group with a very long name.


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Trump Hates Having Too Many Voters

Suddenly, the White House loves Bernie Sanders.


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Well, at Least Trump Hasn’t …

Always look on the bright side of life.


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Here’s a Coronavirus Quiz

Test your currency with current events.


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Is It Time to Give Trump a Grade?

Well, there’s always the good old “incomplete.”


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Biden’s Best Bleeping Week

OK, you’re gonna hear a lot about Joementum.


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The Presidency Is an Old Boys’ Club

Let’s pick someone who doesn’t keep us awake nights.


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Let’s Call It Trumpvirus

If you’re feeling awful, you know who to blame.


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Covid-19 and corporate sector liquidity

The Covid-19 shock is placing enormous strains on corporates cash buffers. Corporate financial statements from 2019 suggest that 50% of firms do not have sufficient cash to cover total debt servicing costs over the coming year. Credit lines could provide firms with additional liquidity. On average undrawn credit stood around 120% of debt servicing costs at end 2019. However, access is uneven and banks may be reluctant to renew or extend them in the current environment. Sticky operating expenses result in many firms running operating losses, placing an additional burden on cash buffers. Estimates indicate that following a 10% drop in revenues, operating expenses only fall by 6% on average. Simulations suggest that if revenues fall by 25% in 2020, then closing the entire funding gap with debt would raise firm leverage by around 10 percentage points.


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Dollar invoicing, global value chains, and the business cycle dynamics of international trade

Recent literature has highlighted that international trade is mostly priced in a few key vehicle currencies, and is increasingly dominated by intermediate goods and global value chains (GVCs). Taking these features into account, this paper reexamines the business cycle dynamics of international trade and its relationship with monetary policy and exchange rates.


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Buffering Covid-19 losses - the role of prudential policy

BIS Bulletin No 9, April 2020. By allowing banks to run down some of their buffers, policymakers are sending a strong signal about their resolve to lessen the economic fallout from the pandemic. Such prudential measures complement the main policy levers: monetary and fiscal instruments. To avoid a reduction in credit to the real economy, authorities need to ensure that banks have the capacity and willingness to make use of the flexibility afforded by the buffer release. Payout restrictions on banks and risk-sharing between banks and the public sector will be key. For banks to continue playing a positive role in the supply of funding during the recovery, they should maintain usable buffers for a long period, as losses from a severe recession will take time to materialise.


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Post-crisis international financial regulatory reforms: a primer

This paper reviews post-crisis financial regulatory reforms, examines how they fit together and identifies open issues. Specifically, it takes stock of the salient new features of bank and CCP international standards within a unified analytical framework.


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Insurance regulatory measures in response to Covid-19

FSI Briefs No 4, April 2020. Currently, insurers are more likely to experience losses from financial market volatility than from higher insurance claims arising from Covid-19. Few insurance supervisors have seen a need to strengthen or adjust prudential requirements to insulate insurers from current financial market uncertainties. So far, authorities have responded mainly by taking measures to provide operational relief to insurers from regulatory and supervisory requirements so that they can continue providing insurance services. These measures will also help insurers to enhance risk monitoring of their Covid-19 financial exposures. Some authorities have set out expectations for insurers to conserve capital through prudent exercise of dividend and variable remuneration policies. The aim is to enhance their resilience against huge uncertainties from potential Covid-19 fallout. Other capital-related measures should relieve supervisory pressures and reduce the tendency of insurers to manage their investments in a procyclical manner. These measures include: extending the supervisory intervention ladder, triggering the countercyclical lever and recalibrating capital requirements. The far-reaching impact of Covid-19 calls for sustained vigilance by both supervisors and insurers. In the post-pandemic phase, the extraordinary measures currently warranted will need to be unwound through a carefully crafted exit strategy that preserves sound risk management practices and protects policyholders' interests.


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