The (temporary) breach of the 3% level in 10-year rates, corporate earnings, the weakness in emerging markets, the recent bounce in the USD and the potential easing of geopolitical tensions are all driving the news flow. Here are some observations from last week: There is usually a pretty tight correlation between interest rates and stocks …
(BLOG) Fixed Income Friday: April 27th
A brief summary of developments in the global fixed income markets.
(FORBES) Is the Global Growth Story in Jeopardy?
What happened to the synchronized global upswing? In just a few short (but memorable) months, it finally seemed possible that we could put an end to proclamations of the “new normal” and “secular stagnation“. 2018 was supposed to be the year of accelerating growth, but so far, in Chinese calendar terms, it looks more like …
(BLOG) Macro Briefing: April 21st
A quick chart-tour highlighting important developments in financial markets
(BLOG) Fixed Income Friday: April 20th
This weeks edition of Fixed Income Friday includes an update on funding spreads, the possible derailment of the global growth story, inflation and more.
(FORBES) Highs & Lows: 5 Markets Hitting Extreme Levels
Global markets were volatile again last week. Here are some of the major movers and indicators that investors should be watching. Click here to read the entire post on Forbes
(BLOG) Fixed Income Friday
An update on keys news impacting the fixed income market.
(BLOG) Highs & Lows: What’s Moving Markets and Why- April 9th
10 charts that highlight developments in financial markets
(FORBES) The Death of Bond Market Volatility
When I say “Jump”, you say “How high?” That describes the relationship between the bond market and the stock market over the last ten years. Whenever there was a bout of equity volatility, which usually was associated with a sharp drawdown, investors could count on their safe-haven US Treasuries to offset some of the loss. …
(BLOG) Fixed Income Friday
An update on keys news impacting the fixed income market.
