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