us government

Latest news and analysis on us government

Fixed Income

If it’s unsustainable, it will eventually end

One of the big advantages of being a debt investor is that you can make long term investment decisions with far fewer short term consequences than an equity investor....
APT
Jonathan Rochford
Narrow Road Capital
Macro

An investment opportunity years in the making

Global trade data has been slowing rapidly over 2019, but last week’s US employment report was a dire warning, and can expedite the US Federal Reserve (the Fed)...
Charlie Jamieson
Jamieson Coote Bonds
2