CX Daily: China Eases Covid-19 Test Rules for Air Travelers From More Countries
China eases Covid-19 test rules for air travelers from more countries. Global investors continue to dump yuan bonds as Treasurys, dollar rise
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A Mistaken Attempt at Sounding Dovish
How do you assess whether the outcome of a Central Bank meeting was hawkish or dovish? Simple: you look at the delivered outcome against the...
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War + inflation can lead to stagflation
Hello guys, I am very grateful to all of you and I hope you are all fine. If you haven’t subscribed yet, do it now! Use the button...
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Buy at the Sound of Cannons
The US market led the global equity rally as the invasion started. The long bond yields rose, and the yield curve steepened
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Vikings At The Gate
The power of the rate of change of things is very important here. Look at money creation for example. The extreme volatility in credit creation is...
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