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...Email us about anything else: robert.armstrong@ft.com and ethan.wu@ft.com. Is the RRP behind the rally?...
...If there are parts of the story we’ve missed, email us: robert.armstrong@ft.com and kate.duguid@ft.com....
...Reason 1 above is simply wrong, says Michael Howell of CrossBorder Capital. Many investors who hold bonds to maturity still pledge them as collateral....
...Michael Howell of CrossBorder Capital, for example, points to Treasuries’ disappearing term premium....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Bonds Everywhere you look, long bond yields are busting out....
...You can do so by email: robert.armstrong@ft.com....
...In the Financial Times, Michael Howell makes the opposite case....
...Howell provides this chart of change in what he calls the “world shadow monetary base.”...
...As Michael Howell of CrossBorder Capital points out, the Chinese and Japanese central banks are both in stimulus mode....
...Let us know your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email me: robert.armstrong@ft.com. Will the Fed chicken out on QT?...
...We’re very keen to hear readers’ views: robert.armstrong@ft.com and ethan.wu@ft.com....
...You could even try a sporty V-neck knit — Margaret Howell’s collaboration with Fred Perry is just the ticket (£135, margarethowell.co.uk)....
...Clara Schumann, gifted wife of the more famous Robert, admitted defeat, writing: “I once believed that I possessed creative talent, but I have given up this idea; a woman must not desire to compose — there...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Historically, FX volatility drives bond market volatility, which in turn creates tumult in equities, notes Michael Howell of CrossBorder Capital....
...At their highest expression, jeans are Thelma & Louise Americana, Julia Roberts oozing 1990s perfection in the closing scenes of Pretty Woman, a basket-toting Jane Birkin in flares....
...“You don’t need to worry about shareholder resolutions — you just call the chief executive,” says Andrew Howell, senior director of sustainable finance at US advocacy group Environmental Defense Fund....
...Michael Howell of CrossBorder Capital is the prime proponent of this view....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. What happens when the Fed balance sheet shrinks?...
...Email me: robert.armstrong@ft.com....
...(Service Works’ classic chef pants cost £59; similar styles from Margaret Howell cost upwards of £200.)...
...There are other key determinants of the amount of dollars sloshing about, as Michael Howell of CrossBorder Capital (our favourite liquidity analyst) points out....
...Send us your thoughts: robert.armstrong@ft.com and ethan.wu@ft.com. Will Evergrande force China into a policy shift?...
...But Michael Howell of CrossBorder points out that in the case of Europe, the inflation Germany is experiencing might give a hawkish tilt to monetary policy in the months to come....
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