Macro Observations
China Is Unleashing Its Arsenal Of Policy Support Tools
It Still Needs To Pull Out The Big Guns
Newsletter
High Yield Spotlight
A Very Niche Bond Fund With A 10% Yield
But The Environment Needs To Be Just Right
Global View
King Dollar Sends A Warning
Watching The Yen
Leaders-Laggards
The Only Game In Town
Until The Game Ends
Weekly Signals
The Labor Market Has Cracked
Bye Bye Great Resignation
Closing Thoughts for the Week
The Great Resignation Has Ended
Conditions Normalize
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Macro Observations
The Lost Decade: Zero Real Returns
While The Rich Get Richer
High Yield Spotlight
An Attractive 10% Yield
But It Masks Some Real Structural Issues
Global View
China's Full Blown Crisis
When Will It Matter For US Markets?
Leaders-Laggards
Tech Is Much Weaker Than You Think
Positive Catalysts Disappear
Weekly Signals
Volatility Picks Up
Risk-On, Or Off?