The ECB's new(ish) strategy... are we really any the wiser?
ref :- "Promises, promises..." , The Economist, Finance and Economics Mmm... things are trying (not entirely convincingly) to ...
Cruising in convertibles...
ref :- "Classic convertible", Buttonwood, The Economist First up, apologies for the cheesy title but it's almost impossible ...
The Emerging Markets rollercoaster... where to now?
r ef :- "Emerging markets, the Fed, and the virus" , "Unhedged" newsletter, the Financial Times A great deal happened ...
Twitchier than a cat on a hot tin roof...
ref :- "There was no hawkish surprise" , Unhedged , My FT, The Financial Times, 22/6/21 ref :- "The reflation trade lives...
You know that monster threatening all we hold dear? We've decided not to worry about it.....
ref :- "U.S. Inflation Is Highest in 13 Years as Prices Surge 5%" , Wall Street Journal , Economy / U.S. Economy All the finan...
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