Tag Archives: Currencies

Quarter In Review – March 28

Summary Big bounce in all assets after the Q4/December downdraft Global bond yields way down on global deflation panic as $11 trillion in global bonds now have negative yields The Power of Zero (yields) has driven stocks up with China … Continue reading

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Global Risk Monitor – March 29

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Week In Review – March 22

Summary Big move in 10-year yields fueled by dovish Fed and ugly German economic data German 10-year Bund yields crossed into negative territory Turkey and Brazil bond yields blow out on currency weakness and Brazil’s political risk we spoke about … Continue reading

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Global Risk Monitor – March 22

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Global Risk Monitor – March 15

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Week In Review – March 8

Summary Big rally in DM bond markets as ECB throws in the towel and sees gloom ahead and the very weak nonfarm payroll number on Friday U.S. credit gave some back last week Dixie ready to breakout EM FX hit … Continue reading

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Global Risk Monitor – March 8

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Global Risk Monitor – March 1

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Global Risk Monitor – February 22

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Week In Review – February 15

Summary More risk on. EM bond yields x/ Turkey & Indo and Euro spreads in on the week U.S. credit continues to rally The dollar a bit stronger, EM FX weaker Euro stocks on fire last week led by Italy, … Continue reading

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