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Credit Writedowns
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bonds
Why should the Trump Administration issue 50-year bonds?
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The dollar bull market will eventually break something
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A short squeeze in government bonds?
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Demographics are driving wages lower, which is negative for investment returns
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The EU as a larger Germany post-Brexit and Hugh Hendry’s Eclectica Fund commentary
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UK fiscal and monetary policy offset to kick in, bullish for gilts
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Despite the Fed’s rate rise, the convergence to zero continues unabated
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When market contagion occurs, this is how it will happen
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Boehner departure means government shutdown more likely, default a possibility
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Willem Buiter, monetary dominance and the convergence to zero
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