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The combination of central bank weakness and fiscal policy error is a toxic one

It is important that governments are honest about what is causing inflation

Winter of '69 I see little sign of such honesty and humility today which is concerning to say the least.

Signs point to the start of a bond bear market Since their peak on 4 August 2020, long duration Treasuries are down 40% in real terms....

At the time of writing, global equities are up around 17% in US dollars year to date. Sterling weakness has added a further 3 percentage...