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Mike Mackenzie’s daily analysis of what’s moving global markets
Upbeat Chinese data outweighed by manufacturing slowdown on both sides of the Atlantic
When short-term borrowing costs spiked in September, it marked the culmination of long-term stresses that the Federal Reserve is now working to tame
Market-watchers fret that equities and fixed income are becoming more closely linked
Limited supply of government bonds could keep yields low or negative
Money should spill out of dollar assets as China’s economy shifts
Even Greece now issues negative yielding debt as number of countries paid to borrow grows
Calls for spending splurge could seriously disrupt equity valuations
Investors have taken some profits after an epic rally in fixed-income
Move comes as global borrowing costs hover near record lows
GMO’s Peter Chiappinelli is worried about a benchmark bond index.
Strong rotation into beaten-up ‘value’ stocks drives benchmark towards new peak
Central bank’s short-term debt holdings soar as it tries to head off liquidity crunch