“Very few people on the streets, everyone wearing face masks”.
Category: bonds
$1 Trillion+ Surge In Negative Debt Pile Is Fillip For Yellow Paperweights, Digital Chuck E. Cheese Tokens
That “blip” is worth about $1.5 trillion – with a “t”.
(Still) The Most Underappreciated Tail Risk
It seems far-fetched now, but it’s always the ones you don’t see coming that are a problem.
Where Were You When The World Didn’t End?
When the US House rejected the Wall Street bailout bill on September 29, 2008, I
After Worst Week For US Stocks Since August, The Big Story Is Actually Bonds
This really wasn’t supposed to happen.
Stocks, Crude Have Seen Enough ‘Deadly Respiratory Illness’ Headlines For One Week
Let’s just get to the weekend before anything really bad happens.
Nomura’s McElligott Takes Victory Lap As Markets Ponder Return Of ‘Duration Infatuation’
Back to the future, as “slow-flation” trades are once again en vogue.
‘Coiled’ Bonds, ‘Kinetic Tension’ And The Return Of Reflation Frustration
How’s that for dramatizing things?Â
CTAs ‘Are Likely To Amplify’ Oil Price Spike, JPMorgan Says
Chasing the momentum?
Net Supply Of Safe-Haven Bonds Set For First Drop In 4 Years As CBs Fire Up Presses
The supply shortage is making a comeback.
Mohamed El-Erian Is Worried. Here’s Why…
“Improvement” may be such a relative term right now as to be nearly meaningless.Â
Requiem For A Dreamy 2019
Happy new year.
Will Printing Press-Financed Stimulus Break The Back Of The Four-Decade Bond Bull?
Don’t fight the fiscal?
Questioning ‘Life Above 2%’ And Pondering The ‘Long-Dated Rates Catastrophe Option’
A large, sustained bond selloff isn’t likely, but…
Bonds Dictated The Action In 2019. They May Hold The Keys In 2020 Too
“…equities soon needed yields to rise to be able to do the same”.
Melt-Up Or Euphoria? A Rose By Any Other Name…
And yet, it doesn’t have to end now.
Nomura’s Charlie McElligott Delivers 2020 Macro Outlook: ‘My View Is Much More Realistic’
“As a contrarian, consensual group-think views into the year-ahead are often exaggerated”.
Don’t Be So ‘Sensitive’: How Much Will The Data Matter For Markets In 2020?
“Data dependent”, so to speak.
This 2s10s Curve Is Still Inverted…
And has been for the better part of two years.
Get Ready. ‘Great Rotation II’ Is Coming, JPMorgan Says
A “structural change” is coming.
Albert Edwards Adds Sellside Bond Yield Forecasts To Benjamin Franklin’s Short List Of Life Certainties
“…the symptoms of a congenital condition so deeply ingrained it will never change”.
Nomura’s McElligott Explains The ‘QE-Like Stasis’ Of An ‘Everything Works’ Market
So, is there any risk? Well, yes.
Trade Deal ‘Narrower-Than-Expected’, May Limit Yield Rise In ’19, Goldman Says
“This is a narrower deal than we were expecting”.
China Deal ‘In Principle’ Turbocharges Stocks, Sends Bonds Tumbling
High drama, as General Trump engages in all-day brinksmanship before signing off on the deal.
You must be logged in to post a comment.