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Tag Archives: bonds
Week In Review – September 7
Summary Turkish bonds led a late week EM recovery on spec of policy action, the almost 200 bps decline in 10-year yield is a record for a week. Thin volume contributed to the ramp Italian yields down on hope of … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Global Risk Monitor – September 7
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Global Risk Monitor – August 31
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Global Risk Monitor, Performance, Stocks
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Global Risk Monitor – August 24
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Week In Review – August 17
Summary Turkey continues to get crushed across the board with 10-year blowing out another 40 bps on the week to over 21 percent EM bond markets hammered U.S. credit continues to behave well Euro periphery spreads widening with Italy out … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Copper, Currencies, Emerging Markets, Global equity markets, Lumber, Performance, Stocks, Week in Review
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Global Risk Monitor – August 17
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Peformance, Stocks
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Contrarian Crush & Why LT Rates Are Going Much Higher
This Bloomberg piece was published before Facebook blew up but still you get the drift. Betting against the crowd has been a disaster recently. It always is until it isn’t. In the past year, a contrarian portfolio that invests in … Continue reading
Posted in Black Swan Watch, Bonds, Equities, Uncategorized
Tagged bonds, Contrarian Crush, Facebook, Shorts
2 Comments
Week In Review – August 3
Summary Turkey still getting hammered across the board, and now in a pissing match with the U.S. over the detention of Pastor Andrew Brunson The Italian Treasury was in supporting its bond market after a sharp sell-off over budget fears The dollar … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global Stock Markets, Peformance, Stocks, Week in Review
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Global Risk Monitor – August 3
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Week In Review – July 27
Summary U.S. 10-year yield wider on the week and pushed toward 3 percent. GDP data good but below whispers Turkey 10-year rates out 72 bps as concerns over lack of liquidity, indie monetary policy, and Trump threats Some decent tightening … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks, Week in Review
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Global Macro Monitor 