The Real Questions Are: What, When and Where?
Alf - can you please explain why you exclude “non-financial” debt? As a newbie, I think that leverage in the financial sector would be a significant risk factor. Thanks.
If the 10 year resumes its ascent to 5% - will the conflict in Gaza resume its escalation, full stop.
Nice job as always! Bravo Alfonso! (Sei in Italia?? )
With the 10yr teasing 5% today the relentless rise in yields continues. The yield curve is re-steepening and this is bearish.
your "take a look here" link does not work
Alf where can we find this data wanted to check private sector debt for India
Hey Alf, my name is Erik - I’m an options trader and host a podcast that I’d love to have you on sometime if you’re interested. You can check out my channel www.youtube.com/esinvests Thanks!