Good morning. Soft data has been driving the stock markets, hard data has lagged…
Interesting: “The GDP Is a Flawed But Magical Indicator”
Debt weighted versus GDP weighted European bond yield
Something seems to be happening in the Chinese bond market
Are US stocks indeed overvalued?
And while we are looking at some history, here is some more
Remind me to revisit this, five years from now…
Interesting chart. Look at France…
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