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Category: fixed income

Grandma Is In Trouble.

November 22, 2017November 22, 2017

“Today’s post is an important one. I might have put Grandma in the trunk, but the coming struggle between generations is no laughing matter. It very well might end up being the defining theme for financial markets in coming decades.”

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4 Comments on Grandma Is In Trouble.

2016 Performance Revisited And Deutsche’s 2017 Equity Outlook

December 15, 2016

As 2016 comes to a close with US risk on a veritable tear thanks to

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1 Comment on 2016 Performance Revisited And Deutsche’s 2017 Equity Outlook

“Active Re-leveraging”

December 11, 2016December 11, 2016

Ok so this is interesting. One would think, given the experience of the beleaguered US

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Reflation Trade Continues As Yields Climb, Bond Rout Intensifies

December 9, 2016

Well, the reflation trade (see here for more) marches on as the 10-year tacked on

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1 Comment on Reflation Trade Continues As Yields Climb, Bond Rout Intensifies

Reflation Nation: “Righting” The Wrongs With A Single, Enduring Populist Push

December 9, 2016October 12, 2021

Do you believe in miracles? Apparently somebody does, which is why we’re seeing record after

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1 Comment on Reflation Nation: “Righting” The Wrongs With A Single, Enduring Populist Push

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