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Tag Archives: bonds
Week In Review – January 26
Summary The wealth effect – boosting consumption out of what is perceived as permanent wealth -seems to be kicking in. Consumers are feeling flush with the humungo gains in stocks and housing over the past few years. It also … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Natural Gas, Oil, Stocks, Week in Review
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Global Risk Monitor – January 26
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global Stock Markets, Performance, Stocks
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Dangerous Gambit Out Of Davos
We woke to a comment out of Davos that surprised both us and the market. The U.S. Treasury Secretary, Steven Mnuchin, broke from tradition and welcomed a weaker dollar. “Obviously a weaker dollar is good for us as it relates … Continue reading
Posted in Bonds, Dollar, Uncategorized
Tagged Apple, bonds, China, dollar, Japan, Steve Mnuchin
14 Comments
Week In Review: Global Stocks Riding “Big Mama”
Portugal’s Hugo Vau has surfed one of the biggest waves ever seen at Nazare, it’s been claimed, but is it enough to beat the world record? The wave — nicknamed ‘Big Mama’ — was reported to be up to 35-metres-high, … Continue reading
Posted in Uncategorized, Week Ahead
Tagged bonds, Commodites, Currencies, global stocks, Performance, Stocks
2 Comments
Global Risk Monitor – January 19
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Week In Review – Jan 12
“Frothy the Snowman, was a jolly, happy soul…. Thumpety, thump, thump, thumpety thump, thump, look at Frothy go!” Momentum is a very powerful thang, especially when powered by a theme of synchronized global expansion and “blockbuster” retail money flows into … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global equity markets, Stocks
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Global Risk Monitor – January 12
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Week In Review – Jan 5
What a first week to start the year. Frothy the Snowman refuses to melt! Emerging markets still all the rage. No supply, my friends. Global markets have gone parabolic. Fixed-income – Greece bond yields hit 12-year low as … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global equity markets, Stocks, Week in Review
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Global Risk Monitor – January 5
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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The Year In Review
An incredible year in the markets. Here’s a quick snapshot: Fixed-income – The high yielders significantly outperformed; – Greece 10-year yield down 300 bps in 2017; – China 10-year moved 85 bps higher to around 4 percent; – The U.S. … Continue reading
Posted in Bonds, Commodities, Crude Oil, Currency, Equities, Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global Markets, Performance, Stocks, Year In Review
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Global Macro Monitor 