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Sign In(1) Blanche DuBois vs Donald Trump. (2) Stagflation debate: Will tariffs depress growth and boost inflation? (3) Bond yields remain eerily subdued. (4) So do inflationary expectations implied by TIPS. (5) Dr. Copper bearish on China. (6) Fed data show foreigners buying lots of US bonds. (7) Weakening yuan could offset inflationary consequences of Trump’s tariff on Chinese goods. (8) Fed, not trade, is driving the US stock market, as S&P 500 cyclicals beating interest-rate sensitive ytd.
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