July 19, 2017
August 25, 2016
August 8, 2016
Real assets are at all-time lows relative to financial assets – a nice chart from Merrill Lynch:
May 10, 2016
Revisiting the uncertainty from a year ago, it’s worth asking who owns Greek debt?
May 2, 2016
It’s interesting to see France growing faster than the US last quarter
April 15, 2016
April 7, 2016
Major central banks now hold over USD 7 trillion in QE-purchased assets :
March 18, 2016
Here is how the government debt-to-GDP ratio changed recently for a number of emerging economies :
February 29, 2016
February 24, 2016
The 30yr Swiss government bond yield is probing the 20bp support again. Will the whole Swiss curve push into negative territory at some point?