RESEARCH CONTENT An analysis of the poor risk/reward of 5yr US CDX Corporate Spreads and 10yr Btps Bund spreads. Given the outsized move...

RESEARCH CONTENT CPI Core, Burden and Choice inflation Shelter inflation Mom trend vs 10 yr averages Basket still bifurcated between +3%...

RESEARCH CONTENT (backed by data and charts): US debt serving costs have risen rapidly and are now an important proportion of government...