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    • How Long Risk-On?

      How Long Risk-On?

      The Forex Market· 33 minutes ago

      What marvels a little retreat in 10y yield can do – while Sep 25bp rate cut odds at 44% are practically equal to 43% of rates unchanged (and 12.5% odds...

    • Weitz Fixed Income Insights: Great Expectations

      Weitz Fixed Income Insights: Great Expectations

      GuruFocus.com via Yahoo Finance· 6 days ago

      Moreover, these MBS investments differ from what is broadly represented in the benchmark indices like the Agg, which largely consists of low coupon...

    • M2 Still Points To Lower Inflation

      M2 Still Points To Lower Inflation

      Seeking Alpha· 3 days ago

      The Fed recently released the March money supply numbers, and the story hasn't changed. M2 surged from early 2020 through early 2022, thanks to $6...

    • How to handle populists: a CEO’s survival guide

      The Economist· 6 hours ago

      After Mexico’s election in June most corporate leaders expect to be congratulating president-elect Claudia Sheinbaum, the anointed successor of the incumbent, Andrés Manuel López Obrador. Western ...