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Markets
The US curve inversion has already begun – DiMartino Booth
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Post-market: JGBs, Treasuries and a global growth slowdown as Trump consolidates power
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Housing Is Not A Bubble, Therefore It’s A Bargain?: DiMartino Booth
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Markets unanchored?
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The Future is Coming (Wonkish, but Short): LIBOR Alternative
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Margin debt is at a record high in US markets
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Pension Crisis: Former California state controller warns about CalPERS
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Fed minutes: How interest income creates a problem for Fed tightening
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James Montier: The Advent of a Cynical Bubble
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Rising real yields, household debt and ECB tightening
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