public China • 1 min read China Scrambles to Avoid Lehman Moment How do you say "Lehman Moment" in Chinese? The Chinese government is scrambling to avert such a calamity resulting from…
public Bonds • 1 min read Copper, Gold, Bonds & Stocks The ratio of the nearby futures prices of copper to gold has been falling lately. The ratio has been a remarkably good indicator for the 10-year US Treasury bond yield.…
public Inflation • 1 min read Three Related Signals of a Global Economic Slowdown The widely followed proxy for the expected inflation rate in the 10-year TIPS market dropped in recent days from over…