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Count-down to Grexit?
The ECB has painted itself into a corner. The table below is quite good. In […]
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Someone would like to see Greece burn
After the close of European equity markets the Sueddeutsche Zeitung ran the following story: Without […]
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EU-Greek talks end without deal
After the IMF left negotiations with Greece, the EU also declared Sunday’s talks to have […]
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IMF stops bailout talks with Greece
Some headlines rattling markets a bit, citing IMF spokesperson Rice: * Greek bailout talks stopped […]
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“Good evening, Mr. Bond” – Jim Rickards
Interesting article by Jim Rickards on falling bond market liquidity. He cites the flash crash in […]
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Monetary Policy – The N-Word
In this excerpt from the December 2012 “Letter to Investors” we look at what looms […]
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Lighthouse Macro Report – November 2012: Introducing LRPI
Frustrated by shortcomings of available tools I have created an indicator yielding timely and exact […]
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September data reveals increased risk appetite among ETF investors
Tracking flows in and out of major exchange-traded funds (ETF) can reveal investors’ risk appetite. […]
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“Who moved my recession?”
Lakshman Achutan, ECRI (Economic Cycle Research Institute) made a recession call for the US on […]
Category: Bond Market
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