The Two Cents

Cadence

Weekly

Latest

2026-10-25

By

Romain Wacziarg

Based on

12 recent issues

• Covers: Analysis of global bond markets, government spending, monetary policy, and macroeconomic trends.
• For: Finance professionals, economists, and institutional investors analyzing macro trends.
• Best for: Fixed-income investors and macro analysts tracking fiscal policy and interest rates.
• Skip if: General retail consumers seeking basic personal finance or budgeting tips.

Start with

• This time would have to be very different.: Estimating reasonable expected returns on stocks using capital market models.
• Global bond markets. Marked to Market. Part I.: Understanding historical trends in long-term bond yields and real interest rates.
• What are U.S. Treasury markets really telling us? Part II.: Interpreting inflation breakevens and long-term yields in Treasury markets.

Visit

Summarised by AI from 12 recent issues. Audience size is not included. Prices are not included. Report a mistake.