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October 9, 2023 - When will the "bond vigilantes" be stopped ?
The phrase “bond vigilantes” was coined four decades ago, by Ed Yardeni, of Yardeni Research and has become since then very familiar in...
Oct 9, 2023


October 2, 2023 - "Wake me up when September ends".
* The title refers to the famous song by Greenday. As feared one month ago, September proved to be a "brutal" month for investors....
Oct 2, 2023


September 25, 2023 - Reached the peak, but planning to stay there for long.
The message from the last round of central bank meetings was almost uniform. After the fastest and most aggressive interest rates hike...
Sep 25, 2023
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