The inflation bogeyman and the bond vigilantes are askingThis post on the bond vigilantes is inspired in part by my friend Kevin Muir and a post he just did over at The Macro Tourist. It's also inspired by the inflation numbers that came out of the US earlier today. The question to answer: how will ...

https://pro.creditwritedowns.com/p/will-the-feds-stay-the-course

#CreditWritedownsNewsletter

I am trying to figure out how to position this post for you because I have a few things on my mind. Let me start off with the most salient point: from a macroeconomic and market perspective, it's been quiet. There's almost no real news flow. Yes, we had a historically low pandemic initial jobless ...

https://pro.creditwritedowns.com/p/the-full-on-pandemic-the-full-re

#CreditWritedownsNewsletter