Good morning. The demise of the US manufacturing sector
One of the special topics of the BIS quarterly: “The implications of passive investing for securities markets”
“The Big and Possibly Dumb Buyback Boom”
Intriguing chart. Weirdly it was not doing the round when bonds were trading at 2%…
Turning things upside down to explain the dollar weakness… Could be true though!
And, indeed, the schedule for the week to come
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