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Tag Archives: bonds
Global Risk Monitor – March 16
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
1 Comment
Pas de merde…
…and wait until they internalize these numbers. Bond traders are beginning to be concerned about rising deficits and national debt again https://t.co/VeBwC2yUWS #fixthedebt — Fix the Debt (@FixtheDebt) March 13, 2018
Posted in Bonds, Fiscal Policy, Uncategorized
Tagged Bond Market Vigilantes, bonds, Deficits
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Global Risk Monitor – March 9
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodites, Currencies, Global Stock Markets, Performance, Stocks
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Global Risk Monitor – March 2
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global Stock Markets, Performance, Stocks
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Jim Grant: Italian Junk Bonds With A “Zero Handle”
Great video clip with Jim Grant dishing on the upside-down world of risk assets and the massively distorted global bond markets. “As an example of where the world is mispricing interest rates…look to Italy, which is having a big election … Continue reading
Posted in Bonds, Italian Yields, Italy, Uncategorized
Tagged bonds, Italian Telecom, Italy, Junk Bonds
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Who Is Financing The U.S. Budget Deficit?
In case you missed it in our last post, here’s an interesting chart illustrating how the U.S. budget deficit has been funded since 2010 on a quarterly basis. The data are annualized. During QE2 and QE3, from Q4 2010 to Q4 … Continue reading
Stocks And Bonds Now Joined At The Hip
Market Recovery The U.S. stock market rallied Friday on the six bps decline in the 10-year Treasury yield. The S&P500 has now recovered 63.09 percent of its peak-to-low loss. We are looking for 2,805 on the S&P500 for a green … Continue reading
Posted in Bonds, Equities, Sovereign Debt, Uncategorized
Tagged bonds, Interest rates, Stocks, U.S. Budget Deficits
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Week In Review – February 23
Bonds Are The Dog Wagging The Equity Tail A relatively quiet week on a close-to-close basis as not much movement because of no move in the bond. The bond-stock correlation is extremely high. The bond and S&P500 have moved in … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodites, Currencies, Global Stock Markets, Stocks, Week in Review
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Global Risk Monitor – February 23
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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QOTD: Paul Tudor Jones
“We are in the throes of a burgeoning financial bubble. If I had a choice between holding a U.S. Treasury bond or a hot burning coal in my hand, I would choose the coal.” – Paul Tudor Jones (QOTD = … Continue reading
Global Macro Monitor 