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bonds

Aug 30, 2023 BR |#142 | China knows their enemy well

“Appear weak when you are strong, and strong when you are weak.” Sun Tzu, The Art of War Good morning and welcome back to Bygone Relics, I’m C Thomas Printer and today we are going to live recklessly.  It can be easy to follow the crowd, and simply repeat what others are talking about and …

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October 30, 2022 | Forward Inflation Expectation & Bonds

Should we buy bonds now? C Thomas answers. Good morning, I’m Austerity Jones. Get a cup of coffee or take a nap because C Thomas is about to bore the shit out of you… C Thomas: Good morning Austerity. I’d like to ask you a question, if you had to choose one of the following, …

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October 23, 2022 | Bear Attack & UK

First the venerable Queen dies, but before she does she gives her blessing to the newly appointed PM Liz Truss who took over just before the queen’s passing. After 44 days Liz Truss is out and people are calling her the worst Prime Minister in the history of the UK. But, what did we really …

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October 16, 2022 | Dollar’s Future as the Reserve Currency

• What’s happening in the UK? • Can there be an alternative to US Dollar as the reserve currency? Good morning, I’m Austerity Jones and I am back with C Thomas Printer who again wants to talk about what is going on across the pond. What is this obsession with the UK C Thomas? C …

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October 2, 2022 | ESG: Everyone’s Short Gas

This week we talk -again- about the energy crisis, and therefore our word of the week is “brennholz”.  Good morning, I’m Austerity Jones and I am feeling energized this morning, aren’t you C Thomas? C Thomas: Very clever, Austerity. I see what you did there, and good morning. Let me ask you a question… Do …

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September 25, 2022 | Triffin’s Dilemma

Bond yields are up, equities are down, foreign exchange markets worldwide are reeling under the strength of the dollar. We therefore touch upon Triffin’s Dilemma. Good morning, I’m Austerity Jones and wow, what a week in financial markets! Bond yields are up, equities are down. What are your thoughts C Thomas? C Thomas: I think …

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