Where finance and media intersect with reality.
Some housekeeping: It’s the Easter holidays so posting will be intermittent and light for the next two weeks. But not totally absent! Finance, markets etc…
As an addendum to my original note about Zoltan Pozsar’s Friday note, here are my extended thoughts on his Bretton Woods III magnum opus. On
There’s a very reasonable counter narrative going around to the whole Russia is demanding roubles thing. It argues this is more a reserve management story
There’s a new Zoltan Pozsar of Credit Suisse report out… and he starts off by saying: …you can print money, but not oil to heat
Finance, markets etc.. Germany takes a step towards rationing over payment stand-off with Russia. Why is nobody talking about the fact that Russia is demanding
Finance, markets etc… A chart to behold, courtesy of Steve Englander at Standard Chartered: As Englander notes in his Tuesday commentary: …the Eurodollar rates curve
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