Global investors are still trading as though the AI boom mattered more than the bond market. They may be about to discover the opposite is true. The most important threat to Asian equities is no longer tariffs, China’s slowdown or even geopolitics alone. It’s the collapse of the zero-rate world that made the entire post-2008 […]
Tag: US treasuries
Posted inOpinion
The inflation ruination to come
Posted inAT+
