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Yearly Archives: 2017
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 Risk Monitor – March 3
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Posted in Daily Risk Monitor
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Les misérables: French people are the most pessimistic on Earth
Though we are buying the French Dip, that is the sell-off over worries of a Le Pen presidency in France, the latest poll cited by today’s Economist does make us a little nervous. We saw in November how unpredictable an … Continue reading
Global Macro Monitor 