This week’s edition has some interesting charts on investor sentiment, the reflation trade, the Iranian Rial weakness, higher EM bond yields, share buybacks and more.
(BLOG) Macro Briefing: April 30th
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.
(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.
(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
(BLOG) Fixed Income Friday
An update on keys news impacting the fixed income market.
(BLOG) 5 Charts Showing the Valuation of the US Equity Market
When the equity market is so volatile, sometimes it helps to focus on long-term valuations, rather than the day-to-day swings. Here are 5 popular valuation measures for the S&P 500.
(BLOG) Highs & Lows: What’s Moving Markets and Why
Here are 10 charts highlighting notable relationships in the financial markets.