- Rising Interest Rates Mean Deficits Finally Matter – WSJ
- US jobs growth surges past expectations with 336,000 new posts – FT
- R* Wars — A New Hope? – FT Alphaville
- Bonds Are Still Living in Phillips Curve World. The Fed Isn’t – Bloomberg Opinion
- Welcome Back, Bond Market – WSJ Opinion
- The 5% Bond Market Means Pain Is Heading Everyone’s Way – Bloomberg
- Monetarism Is Back. It May Not Last – WSJ
- Fed will again have to slash rates to zero and relaunch QE – AEP Telegraph
- The amazing ‘moneyness’ of Treasuries – FT Alphaville *
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