ref :- A selection from Bloomberg Markets As the markets take a welcome breather at the end of a turbulent week, just time to poin...

Not so much analysis, more stream of consciousness... ref :- General We've been "off air" for a bit, which is p...

What happened to all those nightmares about reversing QE, by the way? ref :- "No need to get queasy about the unwinding of Q...

Friday 28th September 2018 Almost everything's easy with hindsight, but hardened cynics really should have seen this coming ......

Wednesday 26th September 2018 The Fed today, Italy's budget tomorrow : One's a racing certainty, the other ..... well, not ...

Monday 24th September 2018 US Yields UP, but Dollar DOWN ..... not only is it counter-intuitive, it's also a bit of a worry ...

ref :- "Treasuries Sell Off as Investors Assess Tariffs" , The Wall Street Journal, Markets So what are we to believe ?...