Tag Archive: SMU 3.155% 03/2024

Strategy : Bonds For Secular Stagnation


Secular stagnation is the “New Neutral“. Larry Summers was definitely no sour grapes when he brought up the secular stagnation issue last Dec shortly after he pulled out of the Fed chair race… Continue reading

Bonds In Conversation : Missing Something In The Bernama Triangle


“There is no real precedent for a case like this. The plane vanished,” Malaysia’s Transport Minister BUT THERE IS …. THE BERMUDA TRIANGLE ! It is no big deal really, to make a… Continue reading

Bonds In Conversation : Out Of Touch


It is hard to begin even thinking about all the events of the week a heavy miasma of incredulous thoughts clouding my mind as to the seemingly unrelated developments that has served to… Continue reading