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  • 1y
    Clare Mac Carthy Clare Mac Carthy
    It's a complement
    Kay Van-Petersen Kay Van-Petersen
    (From Thu Asia Mrn Chat & Email)

    Thursday, May 31, 2018

    09:05:31 BOOM!

    Early days... but the tactical shorts on the FFF 2019 & 2020 that we put out...
    Kay Van-Petersen Kay Van-Petersen
  • Squawk / 13 February 2018 at 7:09 GMT
    Founder, Owner, Director / Market Chartist
    United Kingdom
    Great article here on US politics and the macroeconomic outlook.

    GOP, Donald and Debt by Stephen Pope

    Trumps plans are adding %1.5 Trillion to America’s debt burden
    This is the cost of his tax cut programme and new infrastructure investment
    Treasury yields have broken higher after months of decline
    Is the given that foreign accounts will keep on buying a certainty?

    See full indepth article here:
    Read the Squawk
    John Shaw John  Shaw
    Thanks Steve. Excellent article. Thanks very much for sharing. The US debt is an absolute runaway train now. Both sides have blown the lid...
    MarketChartist MarketChartist
    Your welcome John.
    Indeed, the long term prospects are not good.....
  • 2y
    lahla lahla
    "Fed BS unwind leading to a selloff in the bond marekts. " This is a risk for the trade or the opposite.? thank You
  • Article / 24 February 2017 at 16:00 GMT

    Is infrastructure spending an enabler or boondoggle?

    Managing Partner / Spotlight Group
    United Kingdom
    Is infrastructure spending an enabler or boondoggle?
    Infrastructure spending is needed across the developed world, and financial markets appear to have sat up and taken note as Donald Trump’s message grew louder. The way forward cannot be based on wasteful state spending, so private debt or equity financing should play a larger role.
    Read the article
  • 3y
    Stephen Pope Stephen Pope
    Thank you for your kind words
    andrewloz andrewloz
    The consumer is tapped out, governments are pretty much tapped out (mostly, you would think, but then they have Japan as a shining example), so where does...
    johnnyw johnnyw
    Its either delusion and incompetence or its hunger for state power, leading to more government control, interventionism, and sorry to say, socialism. Fiscalism is just another form...
  • 3y
    goldfinger goldfinger
    A well written and considered piece. I enjoyed reading it. Of course banks make money in a zero interest environment. Look at credit card and overdraft rates.I...
    johnnyw johnnyw
    Glad to hear you like the Austrian School (I did the Level 1 online course), I really like the Austrian school. The Chicago school and the Austrians...
  • Editor’s Picks / 29 August 2016 at 2:18 GMT

    Digging into China’s growing debt mountain

    Some prominent investors are worried about China’s debt, including George Soros and BlackRock Chief Executive Officer Laurence Fink. And Jing Sun writes in June a Goldman Sachs report warned that the country’s large and unaccounted-for shadow-banking activities raised concern “about China’s underlying credit problems and sustainability risk.” Indeed, many segments of the Chinese economy have taken on considerable debt, especially since the global financial crisis.
    Read article on Bloomberg
    Go to post
  • Article / 17 May 2016 at 10:46 GMT

    Daily Shot: Good numbers for Eurozone periphery Team / Saxo Bank
    Daily Shot: Good numbers for Eurozone periphery
    Two economies that were severely hit during the financial crisis report positive figures. Moody’s upgraded Ireland’s sovereign debt, projecting a better-than-expected economic outlook for the nation. Bond yields fell in response and Greek 10y government debt yield is back below 7.5%.
    Read the article