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Year: 2019

October 9, 2019December 31, 2020Perspectives

The Fed Fertilized the Roses

The Fed Pivot – from Swagger to Stagger Three themes that took […]

July 9, 2019January 1, 2021Perspectives

Kissing the Longer Run Goodbye

Windfall to bondholders Interest rates globally have collapsed. US 10-year government bonds […]

April 10, 2019January 1, 2021Perspectives

Is Discretion The Better Part of Valour?

Is discretion the better part of valour? Often. But not always when […]

January 12, 2019January 1, 2021Perspectives

Free Riders

Financial markets are tight. Company valuations seem rather full. Several short-term market […]

Recent Posts

  • Inflation Momentum Collectively Fading
  • Corporate Earnings, Tightening, and Rising Growth Concerns
  • Dip-Buyers in Hiding as Global Dollar Liquidity Rolls Over
  • Peak Fears and Plucking Low Hanging Fruit
  • Aggressive Tightening in a Late Cycle Bond Market

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