demonstrated is how quickly a defense debate becomes a duration debate. The question now is who absorbs the paper when everyone is issuing and the largest creditor stays home. #JGB #BondYields #DefenseSpending

of time. #OilPrices #BondYields #DiscountRate

La pregunta ahora es a cuál de las dos responde la próxima subasta. #BondYields #TermPremium #JGB

duraturo del livello dei prezzi oppure una stretta passeggera, perché è questa distinzione a decidere se le decisioni di questa settimana vengano prese contro il rumore o contro un vincolo reale. #SupplyShock #BondYields #CentralBanks

The question now is whether this move in crude proves a durable shift in the price level or a passing squeeze, because that distinction decides whether this week's decisions are being made against noise or against a genuine constraint. #SupplyShock #BondYields #CentralBanks

test dell'era Warsh. #FrontierMarkets #LocalCurrencyDebt #BondYields

Moment, in dem eine neue Anlageklasse ihren ersten belastbaren Maßstab erhält. Die Frage ist nun, ob eine Benchmark, die Frontier-Schulden messen soll, in ruhigem Fahrwasser ankommt oder im ersten Stresstest der Ära Warsh. #FrontierMarkets #LocalCurrencyDebt #BondYields

#FrontierMarkets #LocalCurrencyDebt #BondYields

during years when the rate floor seemed permanent, and how much of that has been repriced already. #ECB #BondYields #DurationRisk """