Good morning. Rebounding no matter what the election outcome would have been…
Only China is not joining….
US stock market losses in context
And this is something of the same for US Treasuries
Rule by tweets…
Pretty technical: “The globalisation of inflation: the growing importance of global value chains”
“The Asymmetry of Reaching for Yield at Low Spreads”
Assets versus real economy prices. I am not sure whether I am convinced by this chart
Still trending down?
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