BAA Spreads say the Drop in Yields and the Chinese Yuan is Very Different From 2015-2016

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Arguably the two most significant macroeconomic events taking place in markets currently are the drop in US Treasury yields to near historic lows and the breakdown of Chinese yuan below the “line in the sand” 7.0 level. Oddly enough, a similar thing happened back in the 2015-2016 period. Readers probably remember the manufacturing/earnings recession that […]

Happy New Year to Clients and Supporters!

Dear Stakeholders, We’d like to take this opportunity to thank you all for your ongoing support and attention and to wish you the very best for 2018! In the next year, we’ll continue to focus our data driven analysis on what we feel are the most important themes affecting the global financial markets, including: the […]