3 papers so far
Research
Longer pieces that take one topic and follow it properly: the data, the history and what it might mean.
The yield curve, explained without the jargon
Why a simple line connecting short and long interest rates has become the most watched recession signal in finance, and why it is not a crystal ball.
Gold and real yields, an old relationship under strain
For years gold moved almost tick-for-tick against inflation-adjusted bond yields. Then central banks started buying, and the relationship started to break down.
What a strong dollar does to everyone else
The US dollar is the world's invoicing, borrowing and reserve currency. When it strengthens, the effects ripple far beyond America's borders.