Chart of the Day: End of Term?
US 10-year Treasury yields have spurted higher, moving into the 2.6-2.7% range that we have long tipped as likely given both the US economy's...
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Chart of the Day: That 2008 Feeling....
After remaining surprisingly subdued for much of last year, US inflation is finally accelerating. There are of course a plethora of underlying or...
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Chart of the Day: Cool Hand Xi?
As Paul Newman famously quipped after bluffing his way to success in a poker game in the classic movie Cool Hand Luke, 'sometimes nothing is a...
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The Market Sentimentalist - Winter Is Coming: Economic Pathways To World War III
IntroductionHBO’s successful series Game of Thrones has the phrase “Winter is coming” as its key tag line. It is not meant to reference a seasonal...
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Shorting the IShares 20+ Year Treasury Bond ETF (TLT US – USD124.10)
In September we issued an insight titled: US Interest Rates: Boiling a Frog. Our base case remains that the 35-year decline in US interest rates is...
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