*Attn: for more info on today’s ‘inflation fade’ ~ here’s an article I wrote 3 weeks ago highlighting that the inflation trade was grossly overcrowded, leading to diminished upside (remember it’s about magnitude of correctness > frequency of correctness)https://t.co/LOgQZvijph
— Adem Tumerkan (@RadicalAdem) June 13, 2021
#recession … #Fed/#Treasury Pushing on a String edition https://t.co/viie3rWp5y
— Invariant Perspective (@InvariantPersp1) June 12, 2021
China's new bank loans unexpectedly rose in May from the previous month but broader credit growth continued to slow, as the central bank seeks to contain rising debt in the world's second-largest economy.https://t.co/IrYQbmyG7u
— sinbad (@sinbad_W) June 11, 2021