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Yes, absolutely *everyone* wants to be contrarian these days
It costs more to trade Treasuries, but nothing’s breaking
Credit Suisse’s rollercoaster rights issue shows risks even for a Justice League of underwriters
Where nobody knows your name
Pershing Square, round hole?
Is inflation truly only a macro phenomenon?
SocGen quant tackles monetary policy space
China’s balance of payments; European debt; concrete; Covid; housing bubbles; patterns in numbers; and the Trocadero
Basically, aggressively ratchet up rents and restart evictions
Spoiler alert
A look inside Sam and Caroline’s grab-bag of crypto, etc.
A quick update
FX swaps; solar farms; Spacs; Hipgnosis; Tesla margin loans; workforce dropouts; scamming scammers; and swearing
Zantac; Roubini; Tesla’s Berlin hub; Twitter HQ beds; Amazon spyware; the last Boeing 747; TikTok famous; and 99 problems
Twitter and Tesla; McKinsey; inflation; economics publication bias; crypto hypocrites; trolling; bones; and maybe a handbag
Hard landing cancelled
BREIT contagion candidates
If only central banks could keep track of it
Morgan Stanley’s new fave EM
Damascene conversions
Credit Suisse; immaculate disinflation; safety deposit boxes; quitting Russia; Chinese marriages; and virtual communism
Labour markets look good. US manufacturing does not.
*buying stuff for yourself is fine
Relax though, this isn’t the summer of 2007
BREIT; Tether; El Salvador; food security; Ukrainian memes; long Covid; disengagement; lost animals; and nihilism
Trabucco!
The BoE-approved method
An axes of evil compendium
Is China actually, truly, really uninvestable?
“I didn’t ever try to commit fraud on anyone”
Geopolitics; FTX; Telegram; England’s water utilities; inflation and aging populations; executive off-sites; and MSM bias
Charity begins at Home Reit
The ECB takes no prisoners
Adventures in super-seniority
Crypto regulation; Operation Twist; auditors; EU energy; Palantir; cannabis; Amazon; SBF on sex, lies; and videotape
Reversion-to-the-mean machine
When guarantees lead to a guaranteed headache
International Edition
