The Top 10 Takeaways From JPMorgan's Conference Call On Asset Bubbles
A number of central banks responded over the past week to rising bond yields driven higher by reflationary expectations. As a result, the risk that tantrums...
Futures Rebound From Overnight Lows As Bond Rout Slows US equity futures rebounded from an overnight selloff which dragged Asian and European stocks lower, and which...
In the US, reflation on the back of fiscal stimulus and the exit from lockdowns should lead to modestly higher inflation expectations and nominal bond yields....
Equity investors, quite rightly, remain resolutely focused on the positive, medium-term outlook for corporate profits rather than the near-term economic challenges. In our view, the economic...
Futures Rise For 8th Day In A Row, Hit All Time High Ahead Of CPI, Powell Global shares continued their euphoric ways, rising for the eighth...
The roaring stock rally of the past six days week took a breather on Tuesday, with futures dipping from a record high of 3,913
Futures Hit New Record High As 30Y Rises Above 2%, Oil Tops $60 World stock hit a record high as did Emini S&P equity futures, which...
Peter Schiff: When Kashkari Talks, Smart People Buy Gold Via SchiffGold.com, Minneapolis Federal Reserve Bank President Neel Kashkari has been making the rounds. Peter Schiff talked...
Here Are The Best And Worst Performing Assets In January In spite of some wild markets over the past week, January overall saw a remarkably stable...
Futures Ramp As Reddit Rally Routed; Italy Soars On "Prime Mario" World shares and US equity futures rose on Wednesday as volatility caused by a retail...
Futures Slide Amid Fears WallStreetBets Will Again Steamroll Greenwich Late last night when futures were sliding by 1% following Robinhood's flipflop and its decision to allow...
Futures Fall, Europe Tumbles Amid Fears Reflation Trade Is Dead, Short Squeeze Turmoil US equity futures rebounded from an overnight selloff even as European shares wiped...
Nasdaq Futures Surge On Wave Of Upgrades Ahead Of Crazy Earnings Week; EMini Flat Stocks fluctuated in early Monday trading, with US equity futures and global...
Keynesians Going All-In Authored by Alasdair Macleod via GoldMoney.com, Mainstream economists are celebrating Joe Biden’s election as US President. For Keynesians, the outlook is for a...
Exit The Bond Vigilantes, Enter The Crypto Vigilantes Authored by Peter Earle via The American Institute for Economic Research, Alongside expansionary monetary policy, government efforts to...
JPMorgan Tries To Slam Bitcoin Again, Fails Spectacularly In its third attempt to talk down bitcoin in the past two months (see here for attempt #1,...
Insights into the market and economic conditions from the wealth advisors and portfolio managers at Bel Air Investment Advisors, an investment firm that focuses on overseeing and managing the over $8 billion...
After a quiet start to the week, the euro has posted gains in the Tuesday session. Currently, EUR/USD is trading at 1.2126, up 0.43% on the...
Global Markets, S&P Futures Flat With US Markets Closed For MLK Holiday US cash markets may be closed for Monday's MLK holiday, but US equity futures...
Overview: The new week has begun like last week ended. Equities are a bit heavy. The MSCI Asia Pacific Index fell for the second session, its...
Following the year-end rally, valuations of risk assets are marking a pause in the face of a number of headwinds. While in our view, valuations remain...
S&P Futures Rebound Even As Treasury Yields Blow Out Into "CTA Redline" Territory Global stocks and US equity futures rebounded from the recent selloff as investors...
Futures, Bitcoin Slide As Buying Frenzy Fizzles; Dollar Jumps US equity futures and world stocks dropped from Friday's record highs on Monday as a mood of...
S&P Futures Hit Record High Above 3,800 Ahead Of Dismal Payrolls Report While there is broad consensus that today's payrolls report will be ugly, with economists...
Stocks Grind Higher As Focus Turns From Capitol Chaos To Coming Stimulus Bonds erased early losses and stocks give back opening gains, drifting back within Wednesday’s...
Equity markets have started the New Year hesitantly. The base case that the pandemic’s end is in sight, with life more or less back to normal...
Treasury Yields, Bitcoin And Small Caps Soar; Tech And Dollar Tumble On Possible Georgia Blue Sweep Bond yields, bitcoin and small cap stocks surged while tech...
Use Of Digital Technology To Build Resilient Portfolios. Going Beyond 60/40 Traditional Asset Allocation. Q3 2020 hedge fund letters, conferences and more 60/40 Portfolios have been...
By Robin Marshall, Director of Fixed Income Research, FTSE Russell. According to recent data, US Treasuries have become expensive compared to other major sovereign bond markets...