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Morgan Stanley, and most banks, expect US savings to revert to pre-covid trendline. And with "excess savings" set to be exhausted in months, this means US consumers are about to unleash a savings spree which of course means far less spending

00:01 - 24/02/23

 

 

 

Yields on 12-month T-bills have risen to their highest since 2001. Most of this has to do with Fed rate hike expectations, but "the uncertainty surrounding the debt ceiling doesn’t help either.:" Jefferies' economists

 

 

 

Are companies evading western sanctions on Russia by using its central Asian neighbours as a back door?

 

 

 

FT: Since the invasion began, Russia has likely lost up to 2,300 tanks in Ukraine, including about half of its most modern battle tanks.

 

 

 

More people die than are born in South Korea now

 

 

 

 

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