A New Era In US-Sino Relations? By Teeuwe Mevissen, Senior Macro Strategist at Rabobank (pdf version available for pro subs in the usual place) Summary US…
"Some May Want To Buy Insurance On This Tiny 0.1% CPI Miss That Sparked A Faceripping Rally" By Bas van Geffen, Senior Macro Strategist at Rabobank US CPI…
ECB Finally Admits Its "Temporary" Asset Purchases Are Really Permanent By Bas van Geffen, Senior Macro Strategist at Rabobank When the ECB expanded its asset…