US CMBS forbearance levels ... clear pattern showing where distress/dislocation is greatest Published by Tristan's Real-Time Research Feed January 20th, 2021 Permalink
US household debt levels may be a major factor determining GDP growth over the next few years ... Published by Tristan's Real-Time Research Feed January 20th, 2021 Permalink
Now that's what I call a policy boost ... Published by Tristan's Real-Time Research Feed January 20th, 2021 Permalink
These numbers are pretty huge ... and politicians always like to leave the fiscal boost on the table for a little longer ... which makes life hard for a central bank with an inflation target ... Published by Tristan's Real-Time Research Feed January 20th, 2021 Permalink
The history of UST/yield curve catalysing corrections ... Published by Tristan's Real-Time Research Feed January 20th, 2021 Permalink
Remarkable chart ... worth a look to see what is driving this ... Published by Tristan's Real-Time Research Feed January 20th, 2021 Permalink
Big differences in sales across different 'types' of retail .... Published by Tristan's Real-Time Research Feed January 19th, 2021 Permalink
Great chart ... absolutely to the point ... it is hard to have distress if you don’t first have significant price dislocation... Published by Tristan's Real-Time Research Feed January 16th, 2021 Permalink
USD ... driven by shape of the curve Published by Tristan's Real-Time Research Feed January 16th, 2021 Permalink