Tag Archives: Bond Yields

Daily Interest Rate Monitor – May 1

Posted on May 1, 2013 by macromon

May ushers in the deflation trade. (click here if table is not observable)

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Daily Interest Rate Monitor – April 30

Posted on April 30, 2013 by macromon

(click here if table is not observable)

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Daily Interest Rate Monitor – April 19

Posted on April 19, 2013 by macromon

(click here if table is not observable)

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Eurozone Sovereign Spreads Since Italy’s Election

Posted on March 7, 2013 by macromon

ECB president, Mario Draghi, spoke in this morning’s press conference about how contagion has been contained in the eurozone bond markets since the Italian elections.   The data are in and he is right. The markets had closed before the election … Continue reading →

Posted in German Bund, Germany, Italian Yields, Italy, Sovereign Debt, Sovereign Risk | Tagged , , , | 1 Comment

What’s Inflating in the U.S. Consumer Basket

Posted on February 21, 2012 by macromon

Note all components are above the 10-year Treasury yield.    That’s some financial repression! (click here if chart is not observable)

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Mr. (Bond) Market Prepares to Take Down Silvio

Posted on November 7, 2011 by macromon

Remember the 1997 Asian Financial Crisis?   The bond and currency markets took down Indonesia’s Suharto regime, which survived three decades of student protests, attempted coups, and external pressure.   What tanks couldn’t do, markets did. With G-Pap now gone Club Med … Continue reading →

Posted in Black Swan Watch, Bonds, Euro, Geopolitical, PIIGS, Sovereign Debt, Sovereign Risk | Tagged , , , | 2 Comments