Energy vs Sovereign Bond Markets

Lyn Alden (lynalden.com) This newsletter issue focuses on recent problems with developed country sovereign bond markets and how energy supply constraints pose an ongoing problem for them. The Sovereign Bond Read More

The Pension Funds Drama Explained

Alfonso Peccatiello (The Macro Compass) ‘‘Stability leads to instability. The more stable things become and the longer things are stable, the more unstable they will be when the crisis hits.’’ Read More

The Savings Imperative

Jesper Koll (Japan Optimist) Entitlement reform is Japan’s real “New Capitalism” – with or without Kishida’s leadership At the end of a previous post, Demographic Sweet Spot, I promised to Read More