October US payrolls – a recession for many
United States can “certainly” afford to support wars on two fronts – Yellen
More misdirection from US jobs data
Rising US federal debt and maturites pose uncomfortable truths for ‘no/soft’ landing assumptions
June US employment running warm, rather than hot – albeit a bit of a red herring for US Fed rates
Equity’s siren call into early stagflation
Treasury yields after debt ceiling ‘can-kicking’
1 month T-Bill yield spreads expand by >160 bps in April – Signs of growing stress!