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Tag Archives: bonds
Bond Market Fundamentals: Rising Risks
QT Scale: G10 central banks reduced balance sheets from $28 trillion to $21.5 trillion since March 2022. Interconnected Risks: Simultaneous QT across central banks could spread funding stress across markets. Bond Market Volatility: Shifting bond ownership to price-sensitive investors could … Continue reading
Global Risk Monitor: Week In Review – July 26
Posted in Uncategorized
Tagged Bitcoin, bonds, Commodities, Currencies, global stocks, Interest rates
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Happy St. Patrick’s (Maweyn Succat) Day!
Blast From The Past (BFTP). For my late grandmother from Cork. Originally Posted On March 17, 2012 Happy St. Patrick’s (Maweyn Succat) Day! St. Patrick, Ireland, St. Patrick’s Day. Simple, right? The man wasn’t even Irish! He was actually born in … Continue reading
Posted in Bonds, General Interest, Picture of the Day, PIIGS
Tagged bonds, Darren Clarke, Grame McDowell, History of St. Partrick, Ireland, Paddy Harrington, Rory Mciiroy
1 Comment
Happy St. Patrick’s (Maweyn Succat) Day!
Blast From The Past (BFTP). For my late grandmother from Cork. Originally Posted On March 17, 2012 Happy St. Patrick’s (Maweyn Succat) Day! St. Patrick, Ireland, St. Patrick’s Day. Simple, right? The man wasn’t even Irish! He was actually born in … Continue reading
Happy St. Patrick’s (Maweyn Succat) Day!
Blast From The Past (BFTP). Originally Posted On March 17, 2012 Happy St. Patrick’s (Maweyn Succat) Day! St. Patrick, Ireland, St. Patrick’s Day. Simple, right? The man wasn’t even Irish! He was actually born in Britain around the turn of the … Continue reading
Posted in Bonds, General Interest, Picture of the Day, PIIGS
Tagged bonds, Darren Clarke, Grame McDowell, History of St. Partrick, Ireland, Paddy Harrington, Rory Mciiroy
1 Comment
Are You Buying At These Valuations? Not Buffett
More than his words, he spoke with his wallet. He usually relishes a down stock market to take advantage of lower prices. Not this time. He hadn’t made any purchases recently; he didn’t buy up stocks when they had fallen … Continue reading
Posted in Bonds, Coronavirus, Equities, Uncategorized
Tagged bonds, Economy, Equities, Stocks, Unemployment
18 Comments
Happy St. Patrick’s (Maweyn Succat) Day!
Blast From The Past (BFTP). Originally Posted On March 17, 2012 Happy St. Patrick’s (Maweyn Succat) Day! St. Patrick, Ireland, St. Patrick’s Day. Simple, right? The man wasn’t even Irish! He was actually born in Britain around the turn of the … Continue reading
Some Perspective
In our March 7th post, Stages Of A Pandemic: Denial, Panic, Fear, and Rationality, we suspected the country was about to move from denial to panic over the coronavirus pandemic. It sure did and infected the global markets in a … Continue reading
Why We’re Big Fans Of Johnny “Cash”
Of course, if Larry M.’s Lehman-like drawdown scenario is realized, haven flows and shorts will pile into long-notes and bonds as a proxy short but we have no interest in trading fixed-income securities with a 100 bps negative real yield. … Continue reading
Posted in Bonds, Equities, Uncategorized
Tagged bonds, Coronavirus, Equities, Will Rodgers
7 Comments
Negative Yields Versus Negative Coupon Rates
There is a big difference between a bond with a negative yield to maturity than a bond with a negative coupon rate. Many in the market conflate the two. We are searching for bonds that pay a negative coupon rate. … Continue reading
Global Macro Monitor 