acting-man.com / Pater Tenebrarum / April 4, 2014
ECB: What is its Talk Actually Worth?
Many people are beginning to wonder these days how long the ECB’s trick of promising action instead of delivering action will continue to ‘work’ (allow us to interpose here, that we believe the less they do, the better it is). [...]
zerohedge.com / by Tyler Durden / 01/13/2014 19:35 -0500
Any day, month, quarter, year, decade now; Goldman Sachs’ mythical J-Curve will arise from the cinder-strewn ashes of Japan’s current account. Japanese bond markets are rallying and JPY is weakening modestly after Abe’s increasingly disapproved-of government announced the worst balance of payments current account deficit on [...]
charleshughsmith.blogspot.com / CHARLES HUGH SMITH / WEDNESDAY, JANUARY 01, 2014
Here are eight more trends to watch in 2014-2015.
At the beginning of this year (2013), I identified eight key dynamics that will play out over the next two to three years (2013-2015):
Trend #1: Central Planning intervention in stock and bond markets will [...]
goldmoney.com / By Alasdair Macleod / Posted 08 November 2013
This week an article in Euromoney points out that liquidity in bond markets is drying up. The blame is laid at the door of regulations designed to increase banks’ capital relative to their balance sheets. Furthermore, the article informs us, new regulations restricting the gearing [...]
zerohedge.com / by Tyler Durden on 11/06/2013 11:44 -0500
Credit Suisse’s head of US rates, Carl Lantz, is a usual suspect when it comes to dispensing bond market commentary. What we did not expect him to do, is also analyze last night’s off-cycle political results. He does both in the note below.
From Credit [...]