Not much support for tariffs…
Oil prices do not have an impact on inflation expectations after all
Mortgage defaults across countries
Eat my dust…
Supply (up) and demand (not certain) in US government bonds
A good ebook on this topic from Shiller (et al): “Sovereign GDP-Linked Bonds: Rationale and Design”
Interesting bit of reading on (net) share buybacks
Has the relationship broken down, or was it randomness fooling to begin with?
Interesting report by the ECB on ageing and pensions
Italian land prices are the weird one in this chart
The median US CEO pay is now $11.6 million
“…don’t know what causes inflation, how to measure it, or how to move it up and down”
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