Here's a remarkable fact: since last year, America's bond market has comfortably beaten all of its peers.
Soaring deficits, attacks on the Fed, trade wars and Greenlandic aggression — all shrugged off.
I look at why: www.economist.com/finance-and-...
Here's a remarkable fact: since last year, America's bond market has comfortably beaten all of its peers.
Soaring deficits, attacks on the Fed, trade wars and Greenlandic aggression — all shrugged off.
I look at why: www.economist.com/finance-and-...
They’re worried AI is producing a permanent class of uber-wealthy overlords and people on the wrong side of it are running out of time.
www.youtube.com/live/8tvQqcr...
They’re worried AI is producing a permanent class of uber-wealthy overlords and people on the wrong side of it are running out of time.
www.youtube.com/live/8tvQqcr...
What's happening? The mortgage market is undergoing a structural repricing following the directive for Fannie & Freddie to deploy $200B into MBS.
Let's dig in a bit in the 🧵
#EconSky
What's happening? The mortgage market is undergoing a structural repricing following the directive for Fannie & Freddie to deploy $200B into MBS.
Let's dig in a bit in the 🧵
#EconSky