Jim
The End Of Season 13 Of UJWOB
Household Debt v Government Debt - It’s Different
‘Finely Balanced’ - No BoE Cut, But It’s On The Way.
UK Inflation Back To Target. And A Look At The Deutsche Bank Annual Default Study.
European Credit Spreads Widen On France Fears
Zero Inflation in May, Bond Rally Underway
French Bond Markets Wobble. And No Bank of England Reserves Interest Grab From Labour.
What A Week That Was! Elections Hit EM Assets, ECB’s ‘Unhappy’ Cut, And Bumper US Jobs.
EU Bonds Going Into Global Indices
Who’s Best For The Economy - Labour or Conservatives?
Bank Of England To Skip A June Rate Cut
Doctor Copper Makes A Record High
Equity Yields Are Way Below Credit Yields. Does That Make Sense?
US Economic Surprises Rolling Over?
Greenspan, ‘Atlas Shrugged’, & 2001 A Space Odyssey
US Employment Weakens, Bonds Rally
Why Economics Needs To Be Sexier
Gold vs Real Yields
US Growth Slows Sharply in Q1, But Bonds Don’t Like PCE Inflation. 5% 2 Year Treasury Yields.
The Tortured Bond Investors Department
UJWOB Season 13: Bond Markets Now More Pessimistic Than The Fed On Rate Cuts
India 🇮🇳 Special: Bond Index Inclusion In June, And Economic Outperformance
Anniversaries Galore! And Has The Fed Changed Its Reaction Function?
Central Banks Getting Fidgety: Moves From Switzerland, Mexico, Taiwan, Japan.
Finally - Good Inflation News For The First Time In Months. UK CPI Below Expectations.
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