Over and out for Forward Guidance Markets and Trading, Monetary Policy, US Economyclaus vistesenApril 3, 2014Federal Reserve, Yellen
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