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...
US dollar dips, markets eye Powell testimony Financial markets have an every man for himself look about them today, as various asset classes diverge in their...
The Only Reason To Be "Bearish" Is "No One Is Bearish" Authored by Lance Roberts via RealInvestmentAdvice.com, I had to do a double-take recently when reading...
Futures Tumble, Cryptos Crumble As Yield Blowout Accelerates After a week when everyone was focusing on the i) blowout in bond yields and ii) how much...
The US Dollar falls on Friday The US dollar dipped initially in Asia today, notably against the commodity currencies, but has since regained most of those...
I had to do a double-take recently when reading a CNBC headline that stated: "The only reason to be bearish is there’s no reason to be...
Are Yields About To Blast-Off: Here Are The 3 Things To Watch For many months, traders and strategists have been warning - and dreading - a...
US Futures Slide After China Reopening Disappoints; Yields Resume Rise Global stocks struggled to avoid a second day of declines on Thursday as hints of surging...
FOMC Minutes Show Fed Sees "Elevated Asset Valuation Pressures", Will Ignore "Temporary" Inflation Factors Bonds and bullion have been battered since the Jan 27th FOMC meeting...
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...
Just about the entire world economy is in the grips of reflation. What's reflation? My definition of reflation is when economic activity and prices are all...
World Stocks Hit Longest Record Streak In 17 Years As Yields Surge China may still be closed, and the US is returning from President's Day holiday,...
China may still be closed, and the US is returning from President's Day holiday, but global stock markets haven't missed a beat
How Long Before The Fed Tries To Manipulate Long-Term Rates Lower? Authored by Mike Shedlock via MishTalk, The Fed pledged to hold interest rates low for...
US cash markets may be closed for holiday (as is China and Hong Kong) but futures are up and running
Futures Rebound Sharply From Overnight Slump US futures and European markets rebounded from a slump that dragged the Emini as low as 3,890 just ahead of...
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....
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...
Asian markets follow Wall Street gains Asian markets have started the week on a positive note, as a disappointing US Non-Farm Payrolls on Friday couldn’t damp...
Horos Asset Management commentary for the fourth quarter ended December 31, 2020 discussing an approach to the Austrian Business Cycle Theory. Q4 2020 hedge fund letters,...