Hints and tips:
...If there is a 2nd wave of COVID-19 / slower than hoped for recovery then it is very possible, in our view, that the UK govt will need to step in to save RR. . . ....
...In 2014 world growth should be stronger but it will be a three speed world – emerging economies in the fast lane, the USA gathering speed in the middle lane, Europe in the slow lane....
...year, BUT the problems start with the next chart of CPI y/y rates in both countries which confirms that real rates of return on long-dated Gilts are negligible, by comparison with a 3.0% real yield in the USA...
...debt to fit the profile of relative stability which is associated with govt debt....
...Is anyone working to get the USA to recognise the Isa wrapper?...
...Related links: Downgrading the USA – FT Alphaville Sovereign stress (UK edition) – FT Alphaville Banks cut back on overseas lending – FT...
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