Tag Archives: yields

Trump & Co Must Abandon The Stock Market To Save It

Posted on March 12, 2020 by macromon

No bottom in stocks or the economy until the test kits are ubiquitous.   We believe markets want an aggressive plan and action to treat the disease rather than focusing on the symptoms. Then markets will take care of themselves and … Continue reading →

Posted in Bonds, Equities, Inflation/Deflation, Interest Rates, Uncategorized | Tagged , , | 1 Comment

Yield Spike

Posted on January 4, 2019 by macromon

We highlighted the potential risk in our post yesterday, Druckenmiller On Bonds If you listened to the Druckenmiller interview we posted on New Year’s Day,  he thrives in bear markets, not by shorting stocks but being long bonds.  Shorting stocks … Continue reading →

Posted in Bonds, Interest Rates, Uncategorized | Tagged , , | 11 Comments

Alea Iacta Est!

Posted on October 3, 2018 by macromon

As Julius Caesar crossed the Rubicon River with the 13th legion into Italy to march on Rome, he turned to one of his deputies, quite possibly, Marc Antony, and made the famous remark, “alea iacta est.”  Historians translate this as “the die … Continue reading →

Posted in Bonds, German Bund, Interest Rates, Uncategorized | Tagged , , , | 19 Comments

Weekly Eurozone Watch: The Devil Wears Prodi

Posted on April 19, 2013 by macromon

Key Data Points German 10-year Bund 1 bp lower; France 1 bp tighter to the Bund; Belgium 2 bps tighter; Ireland 11 bps tighter; Italy 10 bps tighter; Spain 6 bps tighter; Portugal 24 bp tighter; Greece 13 bps wider; … Continue reading →

Posted in Weekly Eurozone Watch | Tagged , , , , | 2 Comments

Weekly Eurozone Watch – Spread Blowout

Posted on March 29, 2013 by macromon

Key Data Points German 10-year Bund 9 bps lower; France 10 bps wider to the Bund; Belgium 11 bps wider; Ireland 17 bps wider; Italy 33 bps wider; Spain 29 bps wider; Portugal 44 bp wider; Greece 65 bps wider; … Continue reading →

Posted in Weekly Eurozone Watch | Tagged , , , , , , , | 2 Comments

Weekly Eurozone Watch

Posted on November 23, 2012 by macromon

Key Data Points German 10-year Bund 10 bps higher; France 10-year 2 bps tighter to the Bund; Ireland 29 bps tighter; Italy  22 bps tighter; Spain 36 bps tighter; Portugal  98 bps tighter; Greece 110 bps tighter; Large Eurozone banks … Continue reading →

Posted in Weekly Eurozone Watch | Tagged , , , , | 3 Comments