Falling bond rates have helped propel the prices of long-duration assets – like shares, housing and gold – as well as speculative ‘assets’ like cryptocurrency. But,...
Will Powell Spook Stocks (& Bonds) In Today's Speech? Authored by John Davies and Steve Englander via Standard Chartered, Powell was not concerned by higher yields...
U.S. futures slumped alongside tumbling European and Asian stocks on Thursday, but have since rebounded and were back near unchanged levels as traders awaited remarks from...
Why The SLR Is All That Matters For Markets Right Now One of the biggest buzzwords in finance right now is the three letter acronym SLR,...
The recent rise in bond yields is the first potential test of central banks’ determination to keep monetary conditions accommodative as the economic outlook improves. We...
Market Rollercoaster Continues As Global Markets Rebound From Tuesday Rout Once again market sentiment has reversed violently - or rather the opposite - overnight, with yesterday's...
Guggenheim's Minerd: "Powell Has Made It Clear", 'Buy The Dip' In Bonds Authored by Scott Minerd, Global CIO, Guggenheim Investments, A Drunk Man in the Snow:...
FX The Norwegian krone rallied against its major trading partners following the resilience with crude prices. Recent weakness for the krone stemmed from the sharp increase...
Futures Spooked After China Says "Very Worried" About Bubbles In US, European Markets Lately not a session seems to pass without some "exciting", unexpected event forcing...
Asian markets appear to be taking a breather this morning, having led the global equity recovery yesterday. US markets found their mojo again overnight, with a...
Australia, by contrast, now that’s becoming a proper bond rout. While the country’s central bank clings to its yield curve “control” fantasy, the long end of...
US equities climb on stronger risk sentiment US stocks are rising higher as investors embrace calm in the bond market and look to a brighter future...
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...
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...
How Do Stocks Perform When Yields And Inflation Are Both Rising By Vishwanath Tirupattur, credit strategist at Morgan Stanley The conversation over the last few weeks...
For several years now, many have asked themselves where the bond vigilantes, those bond bears that push back against "QE forever" and never-ending government deficits. They...
"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...
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...
The reflation trade remains in high gear. For the moment, it’s reasonable to view this trend as a return to the pre-pandemic period, before the coronavirus...
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 Asia Rout, Bitcoin Back Over $51,000
David Rosenberg: "We're Getting Closer To A Breaking Point" Submitted by Christoph Gisiger of TheMarket.Ch David Rosenberg, Chief Economist & Strategist of Rosenberg Research, worries that...
Evidence is mounting that the disinflationary dive following the onset of the coronavirus crisis in the spring of 2020 is fading, giving way to a run...
Inflation Phases: From Deflation Repair To Inflation Despair In a new note out of Goldman's Christian Mueller-Glissmann, the strategist looks at the impact of inflation on...