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The equity risk premium (ERP) has fallen to its lowest level since 2007

00:01 - 21/08/22

Almost everyone is dumping US Govt treasuries, including the Fed

Investors expecting global inflation to decelerate is the most consensus view in the history of the data, even lower than during the Global Financial Crisis

China's property slump looks far worse than official data suggest. Since the peak in 2021, home prices are down at least 15% in prime areas of Shanghai and Shenzhen, and about 25% near Alibaba's HQ in Hangzhou

Iran is under pressure to remove expensive subsidies that keep petrol ultra-cheap, as authorities are forced to tap into reserves and import petrol for the first time in a decade to meet rising demand