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Market Outlook for the Week Ahead
There is nothing quite like selling short sovereign bonds and then seeing the country in question go into default. That was a big trade during the 1970’s and 1980’s, when after two oil shocks
Read More »Market Outlook for the Week Ahead
There is nothing quite like selling short sovereign bonds and then seeing the country in question go into default. That was a big trade during the 1970’s and 1980’s, when after two oil shocks
Read More »Why China’s US Treasury Dump Will Crush the Bond Market
Years ago, if you asked traders what one event would destroy financial markets the answer was always the same: China dumping it’s $1 trillion US treasury bond hoard. It looks like Armageddon is finally
Read More »Why China’s US Treasury Dump Will Crush the Bond Market
Years ago, if you asked traders what one event would destroy financial markets the answer was always the same: China dumping it’s $1 trillion US treasury bond hoard. It looks like Armageddon is finally
Read More »Why China’s US Treasury Dump Will Crush the Bond Market
Years ago, if you asked traders what one event would destroy financial markets the answer was always the same: China dumping it’s $1 trillion US treasury bond hoard. It looks like Armageddon is finally
Read More »Market Outlook for the Week Ahead
There is nothing quite like selling short sovereign bonds and then seeing the country in question go into default. That was a big trade during the 1970’s and 1980’s, when after two oil shocks
Read More »A Cheap Hedge for This Market
The S&P 500 is now 5.66% above its 50-day moving average, the biggest gap in history, which itself is rising sharply. So financial advisors, pension fund managers, and cautious individuals have been ringing me
Read More »Market Outlook for the Week Ahead
There is nothing quite like selling short sovereign bonds and then seeing the country in question go into default. That was a big trade during the 1970’s and 1980’s, when after two oil shocks
Read More »A Cheap Hedge for This Market
The S&P 500 is now 5.66% above its 50-day moving average, the biggest gap in history, which itself is rising sharply. So financial advisors, pension fund managers, and cautious individuals have been ringing me
Read More »Market Outlook for the Week Ahead
There is nothing quite like selling short sovereign bonds and then seeing the country in question go into default. That was a big trade during the 1970’s and 1980’s, when after two oil shocks
Read More »