“Don’t bother arguing with the hard-money gurus about the correct policy course. Just watch the yield curve. The market is smarter than all of us.”
Day: April 17, 2018
Truly Fine Gentlemen.
In good hands.
The Wall Street Journal’s Anti-Tax Suicide Mission
The Journal has found a Pandora’s Box, and it can’t not open it.
It’s Too Late To Stop Now: The Case Against Bonds
“Understanding the past is crucial to predicting the future. It helps us come to terms with the fact that just as Van Morrison sang “too late to stop now,†we become addicted to debt and low rates without an answer to the question – how do we stop?”
‘A Taste Of The High (Vol.) Life’, Courtesy Of Goldman
Again, please: “We’re not in Kansas anymore.”
Roasted Turkey: Lira, Stocks Dive As Erdogan Considers Calling Early “Elections”
The “enemy of interest rates” might need to go ahead and cement his power more than a year ahead of time.
Here’s What You Need To Know About China’s RRR Cut
CHINA CUTS RRR FOR QUALIFIED BANKS BY 1 PERCENTAGE POINT
From GDP To Cars & Planes To Sorghum Duties, China Smothers World With News
China is going to hit you with so much news that you’ll have a difficult time crafting a consistent narrative and who knows, maybe that’s the point.
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