Based on how far the US term premium has fallen, to see any further meaningful decline in bond yields we’d need another downside macro shock.
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Populism substitutes gut feel ignorance for rational policy. In the guise of President Trump, it heralds an age of insularity…
Clinton will win the presidency for two reasons. She provides a semblance of normality compared to the hot-headedness of Trump.…
The Fed can feel vindicated; markets have positively digested the first rate hike in nearly a decade, marking the start…
The Fed’s hold is simply a postponement of the inevitable first hike, which is most probably in December. EM risks are…
