For all the excited talk of government debt crisis a week or two ago, I note government bond yields are back where they started the year. Following US treasury yields of course. Just as they were on … (View Post)

A key takeaway from Trump's threatened tariffs on China, Canada and Mexico is that the quid quo pro for not enacting / removing them is not necessarily better terms of trade. It is whatever Trum… (View Post)

The number of X users has been falling over recent years while the number of Instagram users has been growing. I don't doubt Zuckerberg is trying to suck up to Trump, but Twitter isn't a se… (View Post)

They'll manage to have a civil war in a parliamentary party that can currently fit into a black cab. Their problem is that Farage, as much as I don't like him, is the moderate wing of the g… (View Post)

For what it's worth, and my work is closely tied to the gilt market, I don't think we are at economic crisis levels. Most of the rise in yields has been global (US led) in nature with some … (View Post)