Gov Local Authorities
Highlights Chart 1Keep Tracking The CRB / Gold Ratio
Keep Tracking The CRB / Gold Ratio…
Highlights China’s infrastructure investment growth rate could rebound moderately from its current nominal 3% pace, but will remain well below the double-digit rate it has registered for most of the past decade. A lack of funding for local governments and their financing vehicles will…
Highlights Chart 1Looks Like 2016 & 1998
Looks Like 2016 & 1998…
Highlights Chart 1Bond Rally Supports Stocks
Bond Rally Supports Stocks…
Highlights Chart 1Is Low Inflation Transitory?
Is Low Inflation Transitory…
Highlights Chart 1What’s The Downside?
What’s The Downside…
Highlights Chart 1Track The CRB/Gold Ratio
Track The CRB/Gold Ratio…
Highlights Chart 1Look For Rate Hikes In H2 2019
Look For Rate Hikes In H2 2019…
Highlights Chart 1Checklist To Buy Credit
Checklist To Buy Credit…
Highlights Below-Benchmark Duration: Below-benchmark duration positions will continue to pay off in 2019 as the Fed delivers more than the 32 bps of rate hikes that are priced into the curve for the next 12 months. While tighter financial conditions will probably necessitate a pause in the Fed’…