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Day: August 17, 2020

Foreigners Were Buying US Debt Again In June As Apocalypse Abated

August 17, 2020August 17, 2020

Foreign holdings of US Treasurys rose a second month in June, TIC data out Monday

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1 Comment on Foreigners Were Buying US Debt Again In June As Apocalypse Abated

Signed. Sealed. Delivered?

August 17, 2020August 18, 2020

“We’re not expecting another phone call with [Nancy] Pelosi unless her members encourage her to

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4 Comments on Signed. Sealed. Delivered?

Corporate Debt Binge Shatters Record, As Blue-Chip Borrowers Gorge On Cheap Money

August 17, 2020August 17, 2020

There’s been no let up in demand for corporate debt. And where there’s demand, there’s

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5 Comments on Corporate Debt Binge Shatters Record, As Blue-Chip Borrowers Gorge On Cheap Money

Gamma Drop-Off And Rates Back-Up (A Pair Of Risks. Maybe.)

August 17, 2020August 17, 2020

If you’re searching for a reason to fret about US equities perched at record highs

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Leave a Comment on Gamma Drop-Off And Rates Back-Up (A Pair Of Risks. Maybe.)

Heavy Is The Head

August 17, 2020August 17, 2020

The dollar is out of favor — perhaps you’ve heard. When it comes to the

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4 Comments on Heavy Is The Head

Get The Papers

August 17, 2020August 17, 2020

The US kicks off the new week mired in another political crisis. “Alarmingly, across the

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6 Comments on Get The Papers

World-Beaters

August 17, 2020August 17, 2020

A couple of weeks back, I mentioned that China would likely need to take steps

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Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 6, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 6, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

Job Openings Surge In Body Blow To US Soft Landing Hopes

February 1, 2023February 4, 2023

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Monthly Letters

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January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

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