Our Knife at China's Throat
NAFTA 2.0 and a nascent EU deal leave China isolated. The bond market seems to agree.
Global Real Rates and Yields - 2018-10-07
On the September Jobs Report
Massive revisions make a beat out of what looks like a miss, while earnings revised lower.
US Jobs - 2018-10-04
For Once, I’m Grateful for Trump
How China Systematically Pries Technology From U.S. Companies
Global PMI - 2018-10-02
On the Margin: Italy's October Surprise is Here
The “government of courage” is back