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Monthly Archives: March 2017
Bad Santa, Bad Globalization
Go no further than the following segment on Sunday’s 6o Minutes about imported labor to understand the creation of Trumpism and the mess we find ourselves in today. UCSF, part of the University of California, the largest private employer in … Continue reading
The Broken Bond Market
The Fed tightens on Wednesday and bonds rally. What the hay? GaveKal, Jeff Gundlach, and Jim Bianco nailed it in that every spec and their mother are/were short 10-year Treasuries. Source: Quandl (see here for interactive chart) But this is … Continue reading
Posted in Bonds, Monetary Policy, Sovereign Debt, Sovereign Risk
Tagged Bond Market, Bond Yields, Bubbles, Distortions, Monetary Policy, Quantitative Easing
58 Comments
French Oat-German Bund 10-year Spread
But our sense is and what we are seeing in the European street is that these countries are repelled and more willing to run away from Trump rather than attracted to and running to him. – Global Macro Monitor, February … Continue reading
Global Risk Monitor – March 17
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Posted in Daily Risk Monitor
Tagged bonds, Commodities, Currencies, Global Stock Markets, Performance, Stocks
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COTD: The Monetary Transmission Mechanism
On FOMC eve we thought you’d find the following chart from the IMF’s Global Financial Stability Report useful. The traditional discussion of monetary policy transmission emphasizes how changes in interest rates affect investment and consumption decisions. These channels operate through … Continue reading
French Oat-German Bund 10-year Spread
The 10-year France-German bond spread widened a couple basis points this past week, probably due to a general repricing in sovereign bonds in the euro zone on the back of Mario Draghi’s perceived hawkish statements at the ECB meeting on … Continue reading
Posted in Eurozone Sovereign Spreads, France, Politics, Uncategorized
Tagged French OAT-German Bund spread
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Global Risk Monitor – March 10
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Posted in Daily Risk Monitor
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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French Oat-German Bund 10-year Spread
Notice on the chart the Oat-Bund spread coming in 25 bps in past week. We are buyers of a French dip. See here and here. An apparent threat by far-right leader Marine le Pen to punish state employees who “persecute” … Continue reading
Posted in Euro, Eurozone Sovereign Spreads, France, Politics, Uncategorized
Tagged French elections, Le Pen, Macron, Oat-Bund Spread
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Global Macro Monitor 