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“.. Bank of America internal data indicates that some of the accumulated deposits are now being gradually drawn on, particularly among lower income households. But, there is little evidence of a sharp rise in people living ‘paycheck to paycheck’.”

00:01 - 03/11/22

Interest rates are peaking. That’s a tailwind for valuations of both bonds and stocks. But bonds will benefit first, especially investment-grade bonds

UK bond market liquidity, based on Bloomberg's metric measuring kinks in the yield curve around a hypothetical "smooth" curve - has improved sharply in recent days, even as liquidity globally remains poor. The UK (orange) no longer looks like Italy (black). It is now Spain (red).

S&P: We estimate that China's aim to provide 8.7 million units of affordable housing for lease before the end of 2025 will cost up to RMB2.0 trillion and benefit 26 million tenants

A pile of distressed debt is growing in the US corporate bond market, and investors worry that a burst of defaults will follow