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Robert Armstrong dissects the most important market trends and discusses how Wall Street's best minds respond to them.
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The fixed-income mega-investor sees tailwinds for the bond market
And against the liquidity theory
High expectations hang over the Magnificent 7
Peak rates aren’t everything
Once again, optimism is everywhere
And more on the zombie notpocalypse
Easy money has not bred the undead
US retailers’ results show mild but uneven decline in growth
What to do when r - g = 0
If there is no recession, bank stocks are too cheap
And the food stock crash
And more on consumer confidence
And the costs of monetising the debt
The former head of the New York Fed on macro lessons, monetary policy and the coming US fiscal crisis
Washington deficits could yet terrify Treasury markets
And bad small-cap balance sheets
How dangerous is higher for longer?
The US economy is not headed over a cliff
The rates cycle, that is
Plus, combining journalism and trading
And tobacco companies
And a regime shift in risk-adjusted returns
A strong economy is not enough
The very opposite of a recession
And the US economy is strong