The big disconnect between leverage and spreads US Economyclaus vistesenMarch 24, 2014Citigroup, Corporate Bonds, Matt King, debt, leverage, non-financial corporate debt
Negative current account in Japan makes a short JGB trade worth considering Asia, Japanclaus vistesenMarch 12, 2014Abenomics, JGB, JPY, Japan, USDJPY, current account
And the award for EM safe haven of choice goes to ... Chinaclaus vistesenMarch 3, 2014China, International Capital Flows, JPMorgan, capital flows, flow of funds
Tweaking the Fed's unemployment target US Economyclaus vistesenFebruary 3, 2014Fed Watch, Morgan Stanley, fFederal Reserve, labour force participation rate, shadow labour