Browsing Tag

United States

Playing the yield curve

Right now, we are still very much in the bull market phase. So the number of macro theses which make money are limited. US curve flattening and the prospect of Fed overtightening presents the best risk/reward.

The US corporate tax cut debate

In December 2017 the US federal corporate tax rate on profits over $10 million was reduced from 35% to 21%. This column examines the plausibility of the Council of Economic Advisers’ estimates of how a cut in the corporate profit tax rate…

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