China finance: why ‘accidental banks’ face a crackdown
US Unconventional CPI - 2018-10-10
US CPI/PPI - 2018-10-10
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.