https://bondvigilantes.com/wp-content/uploads/2023/11/1-tokyo-drifting-away-the-bojs-struggle-to-bring-flows-home-1024x576.pngThere has been endless talk...
Led by Chairman Jerome Powell, the Federal Reserve has halted the rise of interest rates. Will it be enough to fuel the surging market through Christmas?...
"War For Longer" - To Think Markets Can Keep Sailing Through What We Are Seeing Is "Delusional" Authored by Michael Every via Rabobank, Friends:...
Three technology funds to buy offer long-term potential for potent upside despite the Biden administration’s newly announced policy aimed at regulating...
Stocks Spooked For 3rd Straight Month As WW3 Fears Spark Surge In USD, Gold, & Crypto (Not Oil) Today saw wage inflation rising faster...
Six Scary Charts – Happy Halloween From Bond Vigilantes! Authored by Andrew Eve via BondVigilantes.com, It’s Halloween again and time...
This is a guest post by Denys Peleshok, Head of Asia at CPT Markets The US dollar continued to record volatile trading and... Read More... The...
Unhappy Halloween: Here Are A Few Scary Stories For You By Michael Every of Rabobank Here’s a scary Halloween story in just two sentences:...
Yields Spike After Employment Costs Unexpectedly Re-Accelerate US employment costs unexpectedly accelerated in the third quarter, heightening...
Futures Rise, Yen Craters, Oil Rises As Israeli Troops Press Into Gaza Futures were higher and European bourses were solidly in the green...
Futures Rise, Yen Craters, Oil Rises As Israeli Troops Press Into Gaza Futures were higher and European bourses were solidly in the green...
Futures Rise, Yen Craters, Oil Rises As Israeli Troops Press Into Gaza Futures were higher and European bourses were solidly in the green...
Jim Leaviss, Chief Investment Officer for Public Fixed Income at M&G, noted: It feels like the market is anticipating a modification to yield curve...
BoJ has subtly removed the 1% “hard-capped” upper limit of the 10-year JGB yield which suggests an imminent end to YCC may come sooner than expected....
BoJ has subtly removed the 1% “hard-capped” upper limit of the 10-year JGB yield which suggests an imminent end to YCC may come sooner than expected....
BoJ has subtly removed the 1% “hard-capped” upper limit of the 10-year JGB yield which suggests an imminent end to YCC may come sooner than expected....
BoJ has subtly removed the 1% “hard-capped” upper limit of the 10-year JGB yield which suggests an imminent end to YCC may come sooner than expected....
https://bondvigilantes.com/wp-content/uploads/2023/10/1-six-scary-charts-happy-halloween-1024x576.pngIt’s Halloween again and time for the Bond Vigilantes’...
Yen & UST Yields Tumble After BoJ's Mixed Messages, But... The market was well prepared for action from the Bank of Japan (BoJ) tonight...
BOJ Has Greater Capacity To Surprise Than Treasury Or Fed By Simon White, Bloomberg markets live reporter and strategist The week has started...
Rising Treasury Yields Can't Substitute For Fed Rate-Hikes Authored by Alexander William Salter via The American Institute for Economic Research, The...
Yen Soars After Nikkei Report BOJ Considers Tweaking YCC Again To Allow 10Y Yields To Exceed 1% With tomorrow's BOJ "live" announcement already...
BoJ’s holding 2-day meeting on Monday and Tuesday The Japanese yen is drifting on Monday after pushing the US dollar back below 150 on Friday. In...
Recent decline in the Nikkei 225 has managed to stall again at the key 200-day moving average with positive momentum seen in the hourly RSI indicator....
Gold's About To Have Its Day: Jim Grant Warns No One's Prepared For "Higher Yields For Much, Much, Much Longer" Authored by Christoph Gisiger...
Menzie Chinn just published a short note “Inversions, Bear Steepening Dis-Inversions, and Recessions.” He was responding to an article that argued that a bull steepening is...
November may be an in-between month. It will be a month of limited monetary policy actions and a period of heightened geopolitical tensions. Fiscal policy...
Bonds, Gold, & Crypto Surge; Stocks Purged As USA Credit Risk Rises Into WW3 US Macro data surprised to the upside this week (seasonally-adjusted,...
A lovely plot from the always interesting Torsten Slok. The graph shows the actual federal funds rate, together with the path of "expected" funds rate...
Tokyo Core CPI climbs higher than expected US GDP jumps 4.9% The Japanese yen has steadied after three straight days of losses. In the European session,...