Brief note post US election highlighting how global fiscal profligacy would eventually impact asset prices.
Research that demonstrates that it will be difficult to see risk assets perform if deficits increase and bond yields underperform - something will have to eventually give.
Research content: There is surely a huge gulf between the market’s expectations for the future, derived from recent political policies...
A projection of the US's Government Deficit and Debt should there be a repeat of the policies enacted by Trump in his first term (which...
An updated analysis of global swap spreads and correlations between curves.
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