THE FED´S MOST CONVENIENT LIE: A CPI CHARADE / MATTERNHORN ASSET MANAGEMENT

The Fed’s Most Convenient Lie: A CPI Charade By Matthew Piepenburg Despite a penchant for double-speak that would make a politician blush, t...

WHEN VACCINATION IS A "CRIME" / PROJECT SYNDICATE

When Vaccination Is a “Crime” Hasan Gokal, the medical director of the Harris County, Texas COVID-19 response team, refused to let a vial of...

THE U.K.´S "NEW TORY" ECONOMICS ARE DIFFERENT BUT INSUFFICIENT / THE FINANCIAL TIMES OP EDITORIAL

The UK’s ‘new Tory’ economics are different but insufficient Rishi Sunak’s Budget reverses some Conservative principles but fails on the vis...

RETURN OF THE BOND VIGILANTES: WILL INFLATION FEARS SPOIL THE POST-PANDEMIC PARTY? / THE FINANCIAL TIMES BIG READ

Return of the bond vigilantes: will inflation fears spoil the post-pandemic party? The sell-off this week in government bonds reflects conce...

THE FED MUST AVOID A REPEAT OF THE MARCH TREASURIES MYSTERY / THE FINANCIAL TIMES OP EDITORIAL

The Fed must avoid a repeat of the March Treasuries mystery Emergency measures unblocked the bond markets in 2020, but there is a risk of an...

WHY PEOPLE ARE WORRIED ABOUT THE BOND-EQUITY RELATIONSHIP / THE ECONOMIST

Buttonwood Why people are worried about the bond-equity relationship Buried in the quant argot is a fear of a return to 1970s-style inflatio...

THE BITCOIN LOTTERY / PROJECT SYNDICATE

The Bitcoin Lottery The sudden rise of "special purpose acquisitions companies" and cryptocurrencies speaks less to the virtues of...

THE INFLATION BOGEYMAN: GET READY FOR MORE BOND-MARKET SCARES / THE ECONOMIST

The inflation bogeyman Get ready for more bond-market scares Anxieties about inflation, on which a constellation of asset prices depends, wi...