Sorry friends I have to close the blog for now due to personal circumstances. Maybe one day in the future it will pop up again. It has been fun reading the tea-leaves of RE, and then some, for the last few years.
Wish you all health and success whichever side of the fence you are on.
Is Chinese growth stalling? - I have long had much respect for the folks at Lombard Street Research (LSR) for their unusual non-consensus calls. Back in the days of the Tech Bubble when...
6 hours ago