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Rashad Ahmed

@rashad-ahmed.bsky.social
95 followers 38 following 7 posts

Economist at the Andersen Institute | global macro | stablecoins | views are my own sites.google.com/view/rashad-ahmed

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Reposted by Rashad Ahmed
Iñaki Aldasoro @aldasoro.bsky.social · 11/07/2025
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...
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Rashad Ahmed @rashad-ahmed.bsky.social · 02/07/2025
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
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Reposted by Rashad Ahmed
Iñaki Aldasoro @aldasoro.bsky.social · 12/06/2025
Nice Big Read by @staffordphilip.bsky.social on stablecoins, featuring our paper with @rashad-ahmed.bsky.social on the impact of SCs on the Treasury market on.ft.com/3ZvMDw5
on.ft.com
How stablecoins are entering the financial mainstream
Usage of the digital assets is growing rapidly, but concerns remain about supervision and their impact on other parts of the financial system
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Reposted by Rashad Ahmed
Iñaki Aldasoro @aldasoro.bsky.social · 06/06/2025
Great Long Read by @katie0martin.ft.com featuring our recent paper with @rashad-ahmed.bsky.social
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Reposted by Rashad Ahmed
Iñaki Aldasoro @aldasoro.bsky.social · 28/05/2025
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...
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Rashad Ahmed @rashad-ahmed.bsky.social · 21/04/2025
If tariffs are going to improve US debt sustainability then why is US default risk going up? #Finsky #Econsky
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Reposted by Rashad Ahmed
Alessandro Rebucci @arebucci.bsky.social · 16/04/2025
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
lnkd.in
LinkedIn
This link will take you to a page that’s not on LinkedIn
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Rashad Ahmed @rashad-ahmed.bsky.social · 04/04/2025
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 (-)
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Rashad Ahmed @rashad-ahmed.bsky.social · 12/02/2025
Turns out that RRP drainage was highly responsive to T-bill supply
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Reposted by Rashad Ahmed
Alessandro Rebucci @arebucci.bsky.social · 09/02/2025
@katie0martin.ft.com notes that the US Treasury market reflects the inconsistencies in the administration's policy goals www.ft.com/content/5d69... @rashad-ahmed.bsky.social and I find that dealers' constraints are a geopolitical vulnerability cepr.org/voxeu/column... #Econsky #AcademicSky
ft.com
Trump should not take bond investors for granted
It needs only a small reduction in the dollar slice of global reserves to hit prices and raise borrowing costs
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Rashad Ahmed @rashad-ahmed.bsky.social · 09/02/2025
What was meant as a quick n dirty weekend analysis by @arebucci.bsky.social and I.. now catching the attn of @reuters.com and @financialtimes.com. Grateful to see interest in our work Our piece: cepr.org/voxeu/column... FT: on.ft.com/3QaAVCc Reuters: www.reuters.com/markets/rate...
cepr.org
A ‘reverse conundrum’ and foreign official demand for US Treasuries
Reminiscent of the ‘Greenspan conundrum’, since 18 September 2024 the Federal Reserve has cut short-term interest rates by 100 basis points, while 10-year interest rates have risen by 100 basis points, defying conventional expectations. This column argues that this ‘reverse conundrum’ can be explained by a sharp decline in foreign official demand for US Treasuries and a likely shift towards gold, which is less vulnerable to sanctions and asset freezes.
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Reposted by Rashad Ahmed
Alessandro Rebucci @arebucci.bsky.social · 07/02/2025
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
youtube.com
Dollar reserves and U.S. yields - Alessandro Rebucci
YouTube video by Faculti
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Reposted by Rashad Ahmed
Menzie Chinn @mchinn.bsky.social · 22/01/2025
New semester, here are data sources for students... #econsky econbrowser.com/archives/202...
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Reposted by Rashad Ahmed
Alessandro Rebucci @arebucci.bsky.social · 20/01/2025
#FT and #Reuters covering our analysis of foreign official flows and US yileds: @ www.ft.com/content/7201... www.reuters.com/markets/rate...
ft.com
The bond markets vs Donald Trump
There is a notable — and rising — risk of financial turmoil if the new White House does anything to spook investors
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