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US 10y REAL yield briefly exceeds 2%, highest since 2009

00:01 - 23/08/22

In 2021, savings in the US totaled a record $2.1 trillion after $4 trillion in stimulus was handed out. Starting in 2022, household savings have declined by $100 billion per MONTH on average. Since 2021, a total of $1.9 trillion in savings have been depleted, leaving just $190…

Bond selloff is damaging Global liquidity by undermining collateral-heavy 'shadow monetary base' ...stockmarkets will face renewed headwinds

Now is a point of maximum danger for Egypt's currency peg. Currencies are falling everywhere versus the Dollar, but Egypt's insistence on keeping its $/EGP peg means real trade-weighted Egyptian Pound keeps rising (black), which makes no sense. High time to let the Pound float...

The UK is struggling with high inflation, and July's data shows that services costs accelerated again