Safe-Haven Status

[stpeter]

According to a new working paper (which I haven't read yet but plan to soon), long-term Treasuries might be losing their safe-haven status, with the result that investors are rotating to short-term Treasuries and gold. More here: https://www.nber.org/papers/w34640

[boglerdude]

china hitting middle income trap. They're pissed that growth is slowing and tariffs mostly targeting CCP is poking the (pooh)bear. Now we find out if they'll simmer down like Japan did after their bubble. Or try to grab resources...