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"Vaccine-led interest rate spike could ripple through markets Investors revisit assumptions about tech stock valuations and corporate borrowing costs” @colbyLsmith

November 10, 2020

"Vaccine-led interest rate spike could ripple through markets
Investors revisit assumptions about tech stock valuations and corporate borrowing costs”
@colbyLsmith @JARennison @RobinWigg
ft.com/content/48b41d… https://t.co/7NkS9On8CC

Italy boasts three-times the vaccination rate of France and a 60% greater rate than Germany (though German data is one

January 15, 2021

Italy boasts three-times the vaccination rate of France and a 60% greater rate than Germany (though German data is one day behind). twitter.com/MSchularick/st…

EU/ECB’s lowflation problem is far worse than that of the US/Fed. BUT even US bond markets have never worried about

January 15, 2021

EU/ECB’s lowflation problem is far worse than that of the US/Fed. BUT even US bond markets have never worried about more than 2.5% inflation in

2020 left the metabolism of global trade in complete chaos. Surge in Chinese exports -> remarkable spike in container shipping

January 15, 2021

2020 left the metabolism of global trade in complete chaos. Surge in Chinese exports -> remarkable spike in container shipping prices. @JeffWeniger @SoberLook https://t.co/kqvFYO2jSd