The shot in the arm to markets and economies from distributing vaccines quickly and effectively could be huge. But getting it done is a massive challenge. (h/t @DeutscheBank for the charts) https://t.co/JJsZ8oF21d via @bopinion pic.twitter.com/jhar5WZa3S
— John Authers (@johnauthers) January 21, 2021
— jeroen blokland (@jsblokland) January 20, 2021
US pandemic-related fiscal stimulus (% of GDP) could massively outpace the levels we see in other economies.https://t.co/XeymCmeqqW
— (((The Daily Shot))) (@SoberLook) January 19, 2021
Should we talk about 5-year real yields about to make all-time lows?
It’s not about nominal rates threatening gold.
It’s about inflation expectation rising even faster.
Macro drivers keep building up for precious metals.
Supply shortages only add to it.
— Otavio (Tavi) Costa (@TaviCosta) January 20, 2021
US Junk Bond yields have never been lower: 4.24%.
— Charlie Bilello (@charliebilello) January 21, 2021