TR EMERITUS

Goldman Sachs, Jeffrey Gundlach and Bill Gross have all collectively sounded risks alarm on rising equities and bond markets[ LINK ].  The huge disconnect between stocks and bonds is particularly disturbing. Of late, the 10-year bond market is wildly volatile, notably in the US and post Brexit UK. One class of investors will... 

But first, this appeared in the letters page of the Economist. Sovereign claims The dispute over territory in the South China Sea, you say, constitutes a contest between “an American idea of rules-based international order and a Chinese one based on what it regards as ‘historic rights’ that trump any global law” (“Courting... 

Global Times, the unofficial spokeman of China, has published articles that criticized Singapore’s cosying up with the Americans and the lavish dinner that Obama hosted for Hsien Loong as a statement of Singapore’s support for the Americans particularly over the South China dispute. Singapore’s overt support of the American...