Foreign holdings of US Treasurys rose a second month in June, TIC data out Monday
Day: August 17, 2020
Signed. Sealed. Delivered?
“We’re not expecting another phone call with [Nancy] Pelosi unless her members encourage her to
Corporate Debt Binge Shatters Record, As Blue-Chip Borrowers Gorge On Cheap Money
There’s been no let up in demand for corporate debt. And where there’s demand, there’s
Gamma Drop-Off And Rates Back-Up (A Pair Of Risks. Maybe.)
If you’re searching for a reason to fret about US equities perched at record highs
Heavy Is The Head
The dollar is out of favor — perhaps you’ve heard. When it comes to the
Get The Papers
The US kicks off the new week mired in another political crisis. “Alarmingly, across the
World-Beaters
A couple of weeks back, I mentioned that China would likely need to take steps
