"Did we ever really believe that "Rules are Rules"? How innocent we must have been..."
ref:- "EU executive arm eyes ways to boost budget rules flexibility", by Martin Sandbu in the Financial Times Actually, first to...
Accepted wisdoms don't always hold true...
We write this on the move, so this really is just a pointer to the two Bloomberg articles... which you should read if possible. ref:- ...
Catch a falling knife? No thanks... not anymore
ref:- "US bond specialists warn over risks of Fed pull-out", The Financial Times, Companies and Markets Right then, time for a...
Getting twitchy? Spare a thought for EMs...
ref:- "Dark days for emerging market investors" , Unhedged newsletter in the Financial Times, by Robert Armstrong Pre-market...
Will it be back to the "same old, same old" once this is all over?
ref:- "Europe should not return to pre-pandemic fiscal rules", by Joseph Stiglitz, Opinion in the Financial Times Right... bef...
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