Episodios
-
Love from Jim x
-
A look at Biden’s awful first Presidential debate with Trump, and his 20% fall in betting markets overnight.
-
¿Faltan episodios?
-
And Australia may be out of the cricket (just enjoying typing that) but its inflation numbers sent bond markets lower yesterday.
-
And a look at Noah Smith’s views on ‘elite overproduction’.
-
And China leaves rates on hold, despite weak house price news.
-
But French assets are really struggling, and credit is starting to weaken.
-
Could mean less demand for traditional EZ sovereign debt, especially as France risks a downgrade from S&P.
-
Also: credit spreads are tight and stable. It was quiet - too quiet…. And CMBS takes its first big hit since the GFC.
-
And it’s not just because of July’s General Election - service sector inflation is too strong. 💪
-
Does that mean global growth is reaccelerating?
-
And Biden puts 100% tariffs on Chinese EVs.
-
Aggregate US stats are now disappointing- although the rest of the world is doing OK.
-
Also: Swedish rate cut, and no more excess savings left in America.
-
2 year US Treasury bond yields drop from 5% to 4.75% in 2 days.
-
And H5N1 (Bird Flu) starts to get attention in financial markets. Gulp.
-
Also: yen intervention at last? And US immigration at 3 million per year.
- Mostrar más
