The Counter-Revolution of Hate: How Central Banks Have Sold Out Free Markets
Free-market capitalism is under siege as a direct result of monetary policies adopted in the wake of the financial crisis. It may survive but it...
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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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US 2-10 Yield Curve Steepening Expected
US curve 2-10, also appliable to 5-30 and 10-30, flattening cycle since the beginning of 2017 is about to reverse.The curve is showing signs of...
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Will Incoming Fed Chair Powell Be Symmetrical on Financial Conditions?
Outgoing Fed Chair Janet Yellen appears to pay less attention to financial conditions than some other policymakers. Yellen said in June “we’re not...
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Payrolls Surged, Unemployment Rate Fell, But Wage Growth Slowed In October
Nonfarm payrolls rose 261,000 in October—while this gain was below expectations, payroll gains in the prior two months were upwardly revised by...
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