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US High Yield CCC-and-lower-rated bonds, the junkiest of junk, currently have a default rate of 41.3%! And yet folks are

August 24, 2020

US High Yield CCC-and-lower-rated bonds, the junkiest of junk, currently have a default rate of 41.3%! And yet folks are still rummaging around for yield. @PictetWM via @SoberLook https://t.co/xvgpSPGIgE

Is the ECB doing enough? A favorite chart from @RobinBrooksIIF and @IIF team highlights difference btw impact of QE in

February 25, 2021

Is the ECB doing enough? A favorite chart from @RobinBrooksIIF and @IIF team highlights difference btw impact of QE in 2015 and in 2020. Features

“Europe should go on fiscal policy too”. LOVED this @FinancialTimes editorial. I suspect @MESandbu may have had a hand in.

February 25, 2021

“Europe should go on fiscal policy too”. LOVED this @FinancialTimes editorial. I suspect @MESandbu may have had a hand in. Chartbook #13 Newsletter compiles great

The EU’s fiscal policy push in 2020 was big. But for 2021 we need more. US policy push far larger

February 25, 2021

The EU’s fiscal policy push in 2020 was big. But for 2021 we need more. US policy push far larger as @ErikFossing suggests in this