Good morning. I have posted on it before, but this is on the Atlanta Fed real time GDP tracking model
A bit of a sanity check…
The limited use of extrapolating..
A nice read on the determinants of the slowing investment in emerging markets
Bonds with negative yields go out of fashion
Another no-brainer-trade going wrong: oil just rallies despite more oil production…
“the case against high yield”
Ah! The new US household debt numbers are out!
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