Murat's Musings

“Trump rally” or “SS is over rally”?

Date:25Mar2017

I get easily confused, and I like it very much when people (usually much smarter people than me) help me clear my confusions.  One such incidence concerned the so-called Trump rally —

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After “Beautiful Deleveraging” comes “Beautiful Normalization”

Date:18Mar2017

Mohammed El-Erian wrote a nice piece in the FT on monetary normalization in the U.S. ahead of the FOMC’s March meeting – his reference to a “beautiful normalization”, used twice in the article

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What these musings (or links) are all about?

Date:01Mar2017

As you will realize pretty quickly, this is really not a blog post. I just pull together some stuff –mainly some interesting hyperlinks – on issues and topics that interest me (primarily on

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