bond market vigilantes – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

China Cannot Weaponize Its U.S. Treasury Bonds

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How to think about deficit spending by a sovereign government

Why I am more worried about Europe than the US

No, the Fed hasn’t lost control of overnight rates. Zoltan Pozsar is wrong.

This market correction reduces the risk of over-tightening

How to front-run market reaction to the US government’s 2018 $1 trillion bond issuance

More on the failure of Abenomics

The US government shutdown, currency sovereignty and sovereign default

Why the rise in US interest rates is capped