Unhinged Friday Doug Nolan Investment-grade CDS (Credit default swap) prices traded below 50 bps Friday, to within a few basis points of low...
Law-law, not jaw-jaw The long arm of the Chinese state Like America, China wants its laws to apply everywhere Photograph: Benny Douet AMONG ...
Gold’s run isn’t yet done Fiscal burdens, sovereign buying and positive bond-equity correlation continue to support the precious metal Bhanu...
Risk of a new age of financial repression is rising The idea of pushing US government bonds down the throats of investors is being taken inc...
A yen for gold The yen carry trade is blowing up, driving up global bond yields. Investors are slowly learning that the only safe havens are...
The Gospel of the Great Leader North Korea’s communist regime has long functioned as a faith, repurposing Christian doctrine and imagery to ...
