Category Archives: Main Page

Sober time

After debauchery comes the hangover; this one is far-reaching. Demand for pricey timepieces from the top Swiss brands has cooled amid slowing economies, higher interest rates and the crash in cryptocurrencies, according to data compiled by London-based Subdial, a dealer … Continue reading

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Bonds due to outperform

Good macro discussion in this segment. Alfonso Peccatiello, Founder of The Macro Compass, explains the last variables that have to weaken before a recession can be declared in the U.S. Abroad. China is facing a population crisis, with its workforce … Continue reading

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Credit contagion drives distressed selling in real estate

Thirteen years of record-low interest rates drove record public and private capital into all forms of real estate and related credit/securities from 2010-2022. Now, sharply higher interest rates and contracting credit on offer are bursting the bubble as forced sales … Continue reading

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