The Loss of Moneyness Doug Nolan It was as if global markets pulled elements from the 1994 bond market dislocation, 1997’s Asian Bub...
SUNAK´S BUDGET: A SPENDING SPREE TO GET THE JOB DONE / THE FINANCIAL TIMES OP EDITORIAL
Sunak’s Budget: a spending spree to get the job done The thrust of the UK chancellor’s Budget is welcome. Yet it will not transform prospe...
WILL THE CORONAVIRUS TRIGGER A CORPORATE DEBT CRISIS? / THE FINANCIAL TIMES OP EDITORIAL
Will the coronavirus trigger a corporate debt crisis? With companies having gorged on cheap money, a reckoning may be coming Andrew Edge...
ANGELA MERKEL AND EMMANUEL MACRON: EUROPE´S MISSED CHANCE / THE FINANCIAL TIMES OP EDITORIAL
Angela Merkel and Emmanuel Macron: Europe’s missed chance German and French leaders’ hesitation could be fatal Philip Stephens © Ing...
THE NEXT PHASE OF CHINA´S FIGHT WITH THE CORONAVIRUS / GEOPOLITICAL FUTURES
The Next Phase of China’s Fight with the Coronavirus By: Phillip Orchard The Communist Party of China would like you to know it’s winn...
WHAT BUDGET TALKS SAY ABOUT EUROPE´S FUTURE / GEOPOLITICAL FUTURES
What EU Budget Talks Say About Europe’s Future By: Antonia Colibasanu As is often the case with the European Union, negotiations over ...
COVID-19 PRESENTS ECONOMIC POLICY MAKERS WITH A NEW SORT OF THREAT / THE ECONOMIST
Covid-19 presents economic policymakers with a new sort of threat It mixes demand and supply effects THE ONLY thing we have to fear i...
WHEN CHINA SNEEZES / PROJECT SYNDICATE
When China Sneezes The COVID-19 outbreak has hit at a time of much greater economic vulnerability than in 2003, during the SARS outbreak, ...
THE FED PUT HAS NO CLOTHES / THE WALL STREET JOURNAL
The Fed Put Has No Clothes The coronavirus concern in equity markets has been sharpened by a realization that the Fed can’t save our port...