Chart of the Day: US Inflation Turns Scary - Part 2
Just as last week's January CPI report showed a genuinely alarming acceleration in 'core core' CPI momentum with the Cleveland Fed's median CPI...
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Chart of the Day: US Inflation Turns Scary
US inflation has been flickering back to life for several months now. We have been consistently highlighting this ominous trend and identified the...
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Did the Risk-Parity Algos Crash the Bond Market?
When the markets crash unexpectedly, everyone is on the lookup for culprits. One of the leading theories behind the latest downdraft in stock...
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Chart of the Day: Oil's Well!
Equity markets are selling off largely because inflation fears have started to push bond yields higher. Unusually, the slump in equity prices have...
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Wonkish Comments On The Bond Panic – Liquidity & Capital Flows Warn Asian Investors To Monitor Risks
Bonds matter, particularly for Asian investors, and there are gowing pressures forcing US yields higher and the Treasury yield curve to steepen....
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