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Or: a vibes-based discussion about international public sector accrual accounting for inflation-linked bonds
Almost everyone except Goldman Sachs, it seems
Carpe nulla diem
Bond doc adventures
Drumroll
Altman; Musk; Swift; the BoE; the Pope; lab meat; vaporwave; etc
“We were therefore unable to reduce the risk of material fraud or error to an acceptable level”
Money’s tough
Fall is in the air, financial criminals beware
TFIF
That shrinking feeling
WGA strike; “rewards”; Keir Starmer; inheritance tax; Russian tropics; etc
Sløk Time
Cricket; Denmark; neanderthals; love; circles; Studio Ghibli; the discount window; media innovation; and ‘The Rat’
Includes pirate energy
Hope springs eternal
Fading flotation fortunes
China; Treasuries; austerity; moms; Tom Wolfe; permabears; crypto; and EY
Higher rates AND growth, for longer
Vixtravaganza
The secret to avoiding Japanification, apparently
...of CTAs’ positions, that is
Cargill; woke; empty homes; Barbie; dolphins; Cuba; Revolut; Liz Truss; and maps
News he can use
The future contains multitudes
Protector, protect thyself
In praise of bubbles
Security; Covid; Woolf; palm oil; Apple; clocks; rugby; football; and interior design
Gotta catch ’em all (revenue streams, that is)
News you can use from the IMF
But don’t blame the auto workers
Russell Brand; Trafigura; a fireball; Vivek Ramaswamy; Martin Peretz; fentanyl; stats; history; and Mitt Romney’s ketchup salmon
A weaponised ‘legal toolbox for foreign struggles’ is reshaping Chinese economic relations with the rest of the world
Ugh fine, we’ll debunk the GameStop conspiracy theory
International Edition