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Ajay Rajadhyaksha
Author Archive
2025
2024
2022
Jul 29, 2025
Why Are Markets So Weirdly Bouyant?
TACO, tech and tough consumers
May 22, 2025
Return of The Bond Vigilantes....In Japan
The Japanese bond market is in trouble.
Jan 4, 2025
The Coming American Labour Market Shock
Ignore the Fed’s flip-flop and focus on labour dynamics