Tag Archives: bonds

Exit Mr. Rocktober

Ugly month. The fourth worst October performance for the S&P500 since 1950.   Could have been much worse if not for the bulls skate save over the past two days. Rare that stocks down so much yet 10-year yield 8 bps … Continue reading

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Global Risk Monitor – October 26

 

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America Thirst: China’s Flows Worrisome – Art Cashin

Just before the close, Art Cashin, one of the best out there, cited the weak Treasury auctions and, ergo, worries China is pulling back on its Treasury purchases as a major factor behind the ugly stock sell-off. Click here for … Continue reading

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Week In Review – October 19

Summary Spain sovereign spread starting to widen as small to medium Spanish banks hammered over mortgage tax Brazilian assets continue to perform as the election of Jair Bolsonaro is a done deal, slated for next weekend Mexican peso weaker.   Reports … Continue reading

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Global Risk Monitor – October 19

 

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Global Risk Monitor – October 12

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Week In Review – October 5

Summary Ugly week for Global Bonds.  Run to our Sept 23rd post, The Gathering Storm in the Treasury Market 2.0,  as to why we thought yields were about to spike.  Boy, did they Stocks followed bonds lower causing pain the … Continue reading

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Global Risk Monitor – October 5

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Global Risk Monitor – September 28

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Global Risk Monitor – September 14

 

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