marctomarket.com / by Marc Chandler / September 4. 2014
There are four central bank meetings today, and the US ADP estimate steals much of the thunder from tomorrow’s jobs report. Yet the focus is squarely on the ECB meeting and Draghi’s press conference. Ahead of it, the capital markets are quiet. The euro and [...]
marctomarket / by Marc Chandler / August 24, 2014
In some practical sense, even if not calendar-true, the week ahead is the last week of summer in the northern hemisphere. September could very well set the tone for the remainder of the year, but before we get there, the week ahead demands some attention. [...]
marctomarket.com / by Marc Chandler / August 18, 2014
Amid light new, the US dollar is slightly firmer against most of the major currencies, except sterling. Carney’s comments over the weekend, suggesting that the BOE will not necessarily wait for wages to rise before hiking rates, helped lift sterling after a six-week decline. Asian [...]
marctomarket.com / by Marc Chandler / August 15, 2015
The capital markets are subdued. European markets have been thinned by the Assumption Day holiday. The US dollar is a bit softer against most of the major currencies, except the Japanese yen. Equity and bond markets are mostly firmer as well. The news stream has [...]
peakprosperity.com / by Adam Taggart / June 13, 2014, 1:14 AM
Today’s financial markets make a mockery out of sanity and logic. The difference between what SHOULDhappen and what IS happening is perhaps the greatest it has been in our investing lifetimes.
If you’re perplexed, flummoxed, frustrated, stymied, enraged, bored, irritated, [...]
Spain’s 10 year note yield has just plunged to a new low at 2.49%. This is quite an astonishing development
acting-man.com / By Pater Tenebrarum / June 10, 2014
Dysfunctional Bond Markets – A Comparison of Yields
Below we show the 10 year government bond yields of three countries: Spain, Japan and [...]
theautomaticearth.com / By Raúl Ilargi Meijer / June 2, 2014
It looks like we’ll have a few more days to watch this thing, this alleged market, until on Thursday Mario Draghi launches his modern day version of Greenspan’s oracle years and on Friday the BLS, which can rival any oracle when it comes to confusing [...]
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 [...]