Quantum Strategy
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A New Strategic Equilibrium?
QS argues that markets are mistaking the suppression of symptoms for the resolution of underlying tensions, from Treasury buybacks to US-China dialogue. The defining feature of the next cycle may be not declining risk, but rising lethality.
Report
King Canute and the Bond Market
King Canute and the Bond MarketInvestment Conclusion The US Treasury is increasing purchases of long-term Treasuries. The stated objective is to improve liquidity. Nobody is fooled. The aim is to control and lower long term US Treasury yields. The policy is ill advised. It won’t …
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