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In the following video, I explain what I believe to be the 3 most important things to know about the global macro outlook in February.
In 1992, judge Giovanni Falcone was killed by the Sicilian mafia. Falcone and his colleague Borsellino were at forefront of major investigations that uncovered much of the...
Emergency Fed support for banks is at Great Financial Crisis proportions on some measures. Deposit flight from smaller banks remains a worry to boot. It should not be, but is. That...
No banking contagion news allows rates to jump back, but we doubt more than one Fed hike can be priced by the curve. This means the 2Y hovering around a 4% yield. Euro rates have...
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