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"Why it is misleading to blame financial imbalances on a saving glut. New research calls for a careful distinction to

November 28, 2020

"Why it is misleading to blame financial imbalances on a saving glut. New research calls for a careful distinction to be made between saving and financing flows”. Excellent explainer from @TheEconomist
economist.com/finance-and-ec… https://t.co/G68ySHy3Iu

By contrast with life insurers, US public pension systems have shifted away from fixed-income securities as interest rates fell. Moodys

June 28, 2022

By contrast with life insurers, US public pension systems have shifted away from fixed-income securities as interest rates fell. Moodys via daily shot newsletter from

Though the trend is pessimistic, we are still a LONG WAY from the Bloomberg consensus forecast predicting a recession in

June 28, 2022

Though the trend is pessimistic, we are still a LONG WAY from the Bloomberg consensus forecast predicting a recession in the US in 2023. thedailyshot.com/2022/06/28/bus…

Oil demand in 2021, though higher than in 2020 and helping to drive the price surge, was still considerably below

June 28, 2022

Oil demand in 2021, though higher than in 2020 and helping to drive the price surge, was still considerably below pre COVID trend at the