weekly observations (5/29th); DEAL (or no deal?) so issuance may be coming; "Markets will struggle as 500bn of liquidity is removed to rebuild the Treasury cash buffer"; "Deflation Tsunami"
weekly observations (5/29th); DEAL (or no deal?) so issuance may be coming; "Markets will struggle as 500bn of liquidity is removed to rebuild the Treasury cash buffer"; "Deflation Tsunami"
Good morning / afternoon / evening (please choose whichever one which best describes when ever is is you are stumbling across this weekends note… I’ll LEAD with the obvious, Reuters: Biden, McCarthy reach tentative US debt ceiling deal “TENTATIVE” … ok then
All the whiles of the so-called NoFlation era, er, um, ASSET BUBBLES...., oh never mind! After your light hearted note that sobering final picture's a real Gut Punch; a Great Holiday Weekend to yourself and to all!
Great Letter !!!!
We'll see if finally the NFP, comes in low, but I wouldn't bet on it.........
All the whiles of the so-called NoFlation era, er, um, ASSET BUBBLES...., oh never mind! After your light hearted note that sobering final picture's a real Gut Punch; a Great Holiday Weekend to yourself and to all!