Good morning. How US ten year Treasury yields are at odds with US growth right now
Can it be? Wage growth picking up? Surely the US is recession, right?
Weird. Downgrading everything except the growth forecast of China.
Clinton and Bush: big spenders, but not winninghttp://www.bloomberg.com/politics/articles/2016-02-17/the-failure-of-money-to-buy-the-presidential-nomination-in-one-chart
Somehow, I get the feeling the stock markets (and the secular stagnation thinkers) have a different view here…
Euro stagnation: let’s get it on the table
Cash to burn, but it is the markets that are doing the burning…
We are at the red dot. Says UBS.
Correlation is not causation. Especially on a two month’s basis….
Record high’s, but not the one’s we would like to see…
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