Deutsche Bank: Central Banks Simply Can't Afford Higher Rates With Global Debt So High By Jim Reid, chief credit strategist at Deutsche Bank My theme this...
BofA: 1.75% Is The "Tipping Point" For Bonds Almost two months ago, Nomura correctly predicted that once the 10Y breaches 1.50%, stocks would freak out and...
Key Events This Busy Week: Payrolls, PMIs And Barrage Of Fed Talking Heads While last week’s price action was all about bonds with little focus on...
ECB Stuns Markets By Slowing Pandemic Purchases Amid Jawboning Panic The ECB has gone and done it once again: the world's most incompetent and confused central...
The investment climate is changing. The reflation trade has gained traction. Bond yields rose sharply, and curves steepened. The dollar value of the negative-yielding bonds in...
China Sends Ominous Signal: Mfg PMIs Slide To 9 Month Lows As Credit Impulse Fizzles China's economy was the first to recover from the covid collapse...
Stocks, Futures, Commodities Surge As Bond Yields Stabilize After last week's global bond rout, central banks weren't taking any chances, and as soon as the overnight...
Overview: Equities and bonds jump back. Most Asia Pacific markets advanced 1.5-2.5% after the regional MSCI benchmark dropped 3.65% before the weekend and 5.3% last week. The...
Futures Soar, Yields Plunge After RBA Panics And Buys Double The Amount Of Bonds In Daily QE On Thursday we reported that just three weeks after...
China's Bond Market Emerges As Safe Haven In Global Rout By Ye Xie, Bloomberg macro commentator and writer Three things we learned last week: 1. China’s...
Higher yields on long-term U.S. Treasury bonds spooked investors this week, sending the S&P 500 down 2.5%. Utility and Consumer Discretionary stocks led the way lower,...
Despite The Fed, The Bond Market Is Hiking Rates Authored by Lance Roberts via RealInvestmentAdvice.com, Last week, we discussed that the market was likely starting to...
In this issue of "Despite The Fed, The Bond Market Is Hiking Rates." Market Review And Update Bond Market Is Hiking Rates Why Higher Rates Are...
The Ten "Peaks" Behind BofA's Call For A Second Half Crash Having been bearish for much of the past 3 months, BofA's Chief Investment Officer looks...
Penny Stocks Are Risky But These 3 May Be Ones To Watch Right Now The post 3 Penny Stocks Turning Heads Before March But Are They...
You can get whiplash, trying to follow the market fluctuations these days. Volatility rules for now, as investors are pulling out of Big Tech – a...
Quant Who Called This Week's Rout Turns Bullish, Says CTAs Are Now Covering TSY Shorts Over the past two months, when unleashed animal spirits forced Citigroup to...
Investors AlleyThe Virus We Can’t Escape One of my earliest childhood memories was my grandmother and me bringing home groceries in my wagon. I’ve never forgotten...
Tesla has also announced that due to supply chain problems it has temporarily halted production in the US of its popular Model 3.
"Calm Returns", Futures Rebound As Yields Drop After Historic Pounding Global bond yields slid on Friday following Thursday's epic meltdown as markets returned to firmer footing...
To say the overnight moves in financial markets were chaotic would be an understatement. This week, and last night, in particular, has seen enough headless chickens...
Protecting jobs that will be lost anyway is money that could be spent on building the green economy.
The bitcoin crowd has long touted the digital currency's value, but now a shift is occurring among financial institutes, top-tier companies and governments. The post Bitcoin...
Japanese 10Y Blows Out Above YCC Barrier, But In The US Yields Are Already Sliding Earlier we noted that despite an aggressive attempt by Australia's central...
Three relatively quick observations surrounding today’s UST selloff.1. The intensity. Reflation is the underlying short run basis, but there is ample reason to suspect quite a...
Australia's Yield Curve Control Is On The Verge Of Collapse Three weeks after Australia's central bank announced on Feb 1 an extension to its QE program...
We purchased shares in Scentre Group (ASX:SCG), owner of 42 Westfield shopping malls in Australia and NZ, during the pandemic, when the share price implied an...
Protecting jobs that will be lost anyway is money that could be spent on building the green economy.
Peter Schiff: The Reality That Nobody Wants To Acknowledge Via SchiffGold.com, Interest rates continue to rise. Gold continues to languish. The stock market bubble continues to...
The US dollar weakened on greater confidence in the broader financial markets as the government reported initial jobless claims falling to their lowest levels in three months. A renewed rally in the equities arena, surging Treasurys, and positive...