Macro & Markets
- Internal and external balance – Michael Pettis…a superb read…
- Central banks can save the world – Reuters, Hadas
- Rout Extends to Corporate Bonds as Borrowing Costs Increase – Bloomberg
- What Level Will the Bund Yield Breach Next? – WSJ
- Global airlines to shrink size of allowable carry-on bags – CBS
- BP sees ‘tectonic shift’ in world energy production – Telegraph
- The top 1pc are not the super-rich, they are companies – so why would you want to punish them? – Telegraph
- The Chimera of Currency Manipulation – Project-Syndicate
- The G-7 Embraces Decarbonization – Project-Syndicate
- The QE Placebo – Project-Syndicate