Tag Archives: Central Banks

Gold Makes Its Move

The near futures closed over $1,300 for the first time since last June.  We will add if Monday’s price can stay and close above $1,300.  Markets perceive central banks are caving. Help keep the lights on at the Global Macro Monitor.  … Continue reading

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Who Is Funding The U.S. Budget Deficit?

Here is a little teaser for our coming post on the Treasury market, which should be out tomorrow.  The latest data is from the Flow of Funds just posted by the Federal Reserve Board (FRB). Note,  less gold (Fed) and … Continue reading

Posted in Capital Flows, Charts, Debt, Fiscal Policy, Politics, Uncategorized | Tagged , , , | Leave a comment

Watch These Spaces

It seems like an eternity since our January 28th Sunday night post, Watch This Space. The S&P500 had closed at the high of the day on Friday and also what was the high of 2018. We warned to watch the … Continue reading

Posted in Bonds, Currency, Global Stock Performance, Uncategorized | Tagged , , , | 66 Comments

The Bond Gold Correlation

We have written quite a bit about the dynamics driving the gold market.  See here and here. As the short covering rally in the bond appears over and the Fed ramps up for more rate hikes, global PMIs and inflation … Continue reading

Posted in Bonds, Gold | Tagged , , | 9 Comments

Are we trusting central bankers too much? – FT

Navigating the global economy out of the financial crisis has been entrusted to central bankers. But have we too much confidence in them? Gilles Moëc, chief European economist with Deutsche Bank, analyses with capital markets editor Ralph Atkins the tough … Continue reading

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Central Banks (and Stock Markets) Gone Wild

(click here if video is not observable)

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Central banks brace for stormy weekend

(click here if video is not observable)

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Global Central Bank Watch

This Week Reserve Bank of Australia; Bank of Canada; Reserve Bank of New Zealand; Bank of England. Past Week: Rate Hikes – Pakistan +50bps; Hungary +25bps; Thailand +25bps; Other – Brazil increased the reserve requirements on term deposits to 20% … Continue reading

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