Q&A on the Global Bond Market Sell-Off
What’s happening, why it’s happening, what it means and whether or not this is a big deal
Robin J Brooks
A daily newsletter on everything going on in global macro, covering everything from interest rates, foreign exchange, oil and precious metals prices to sanctions and macro policy
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Global Bond Markets Catch on Fire
Longer-term government bond yields are making new highs all around the world
What Does a G10 Debt Crisis Look Like?
Japan's initial conditions are very different from past G10 currency and debt crises
Where is the global debt crisis most acute?
A recording from Robin J Brooks's live video
Where is the Global Debt Crisis Most Acute?
The shape of the yield curve for government debt says stress is most acute in Japan
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Avoid Hyperbolic Alarmism (AHA)
The main investing lesson from the past two years is to avoid alarmist hyperbole
The Yen is in Deep Trouble
The Yen should be rallying this week on all the dovish US data, but it can't even do that
Another Benign Inflation Print
There's just no way the Fed will hike with the kind of inflation readings we're getting
Only the BoJ Can Rescue the Yen
Intervention can't and won't change Yen direction, but a shift in BoJ policy direction can