True Economics

True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!

Showing posts with label US Treasury yields. Show all posts
Showing posts with label US Treasury yields. Show all posts
Friday, July 24, 2020

24/7/20: Bonds v Stocks: Of Yields, Investors and Large Predators

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Corporates are reeling from the COVID19 pandemic impacts, yet stocks are severely overpriced by all possible corporate finance metrics. Un...
Saturday, December 8, 2018

8/12/18: Back to the 1950s: Tracing Out 25 Years of the Credit Bubble

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While the current cycle of declining interest rates has been running for at least 25 years, the most recent iteration of the period has be...
Tuesday, October 23, 2012

23/10/2012: Signs, Indicators and Noise

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From time to time in the past I used to look at CDS spreads for sovereigns. I have not done so in a while. In fact, I have not even update...
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