Today I look at sovereign CDS markets given the UK’s downgrade last week, and ask whether the IMF really has changed its tune over austerity.

Today I look at the newly minted Nobel Economics prize winners, and their work on auction theory. Also Moody’s and the U.K. credit rating, and EMD fund flows.

Today I look at a weak US CPI print, and an Economist article called “Eternal Zero” about low bond yields.

Today I look at some new IMF research, as well as at a Chinese policy change, and an interview with the ECB’s Lane.

Chances of negative rates have increased in the U.K. after a disappointing growth number for August. It should have been strong given Eat Out To Help Out.

Corporate bonds have rallied massively from the distressed levels we saw in Q2 this year. What are current spread levels telling us about expected defaults?

New Bank of England research says “yes”.

Inflation numbers are coming in for September and they are terribly weak in Europe. The ECB is worried. Might they, like the Fed, change their inflation target?

Who’s really best for the economy, Republicans or Democrats? Paul Krugman has the answer. Also a remarkable academic paper is damning on Central Banks’s QE analysis!

Today I look at the year to date total returns of bonds and stocks, as well as at the dispersion of price changes within the official inflation numbers. Bike prices are up 6%, men’s’ suits down 17%.