Strat/Views include analysis, insights, and outlook for selected business, economics and finance topics that are covered on a periodic basis as well as special reports prepared by our staff.

A drop in the U.S.Treasury securities market could trigger or deepen the next recession (07/22/23)

A drop in the U.S. Treasury securities market could trigger or deepen the next recession

 

StratViews July 2022 - What it Took to Tame Inflation in the U.S.

StratViews - What it took to Tame Inflation in the U.S.

Is it Time to Revisit the FED's Strategies? (09/08/21):

Is it Time to Revisit the FED's Strategies?

Notes on the U.S. Economy (01/12/21)

Notes on the U.S. Economy and the Risk of a Downgrade of U.S. Treasury Debt

Dr. Lasaga's co-authored article on the challenges theatres face from economic cycles & trends:

Theatres at the Crossroads

The Fed's Plan to Normalize its Assets (July 2017)

Download Dr. Lasaga's comments on the Fed's Plan to Normalize its assets. His analysis points to the risks associated with the Plan.

Fed's Plan to Shrink Balance Sheet is Risky - by M Lasaga - July 7, 2017

The Impact of Basel III on the Cost of Trade Finance

Download a special report on the impact of Basel III on the cost of trade finance that was presented by StratInfo's president, Manuel Lasaga, at a Foreign Trade conference of the Florida International Bankers Association held in Miami on May 22 - 24, 2016:

Impact of Basel III on the Cost of Trade Finance