ZAIS Group

ZAIS Insights

MMT is Flawed

By Bernhard Eschweiler, PhD 06.2019 — 3 minute read

The current debate around MMT suggests this theory could be viewed as a short-term hype that will be over after the US elections. We fear that MMT will be around for longer.

Housing on Track for Moderate Gains

By Bernhard Eschweiler, PhD 04.2019 — 2 minute read

Housing was the soft spot of the U.S. economy in 2018. In our judgment, that was not a sign of fundamental trouble like excesses as in the bubble years, but binding affordability constraints, especially for lower-income families.

Structured Products: The Sixth Man of a Fixed Income Portfolio

By ZAIS Group 03.2019 — 2 minute read

Much like basketball’s "sixth man," the addition of structured products to a broader fixed income portfolio can both reduce risk and enhance returns. In this article, we discuss the versatility and benefits of structured products within a fixed income portfolio.

Fears of a near term recession seem overblown

By Bernhard Eschweiler, PhD 02.2019 — 2 minute read

Economists like to refer to the yield curve when talking about recession risks. This is because the yield curve has historically been a good predictor of recession risk...

2016 Déjà Vu

By Bernhard Eschweiler, PhD 01.2019 — 2 minute read

Strategists like to look for historic parallels when analyzing current and future economic and market conditions. A popular comparison at the moment is early 2016...

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