The Biggest Macro Risk You Might Be Ignoring
Investing is all about probabilities: all you need to do is assess the chances markets are assigning to different scenarios today and anticipate...
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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
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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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