Financial News

Quick Comments/What We’re Reading

Today's topics include could this time be different for a yield curve inversion?, Powell green-lights the idea of a 50 basis point hike, the choice between recession & inflation, the bond market's bad month, rising rates & government finances, the risks posed by bond ETFs, tighter financial conditions, steel prices surge, and central banks build digital currency platform... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include more on ARK's inflows, inflation's effect on stock projections, Fed speeches aimed at curbing speculation, measuring GDP, projecting a double dip recession for the Eurozone, muni issuance in 2020, negative rates for the Bank of England?, charging depositors for negative rates, electric vehicle mania, Russia diversifying away from dollar, and reducing debt at shale companies ... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include who's going to buy Treasuries as the Fed steps back?, the Fed vs. the Treasury, a fiscal cliff in the U.S., GDP-linked bonds, Europe's uneven recovery, mission creep at oil funds, a long-term look at hedge fund returns and fees, reaching for yields in Chinese bonds, Tesla's rise, and could the U.S. target Hong Kong's dollar peg?... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include the Chinese economy, Chinese listings on U.S. exchanges, manufacturing in Europe, the 100-year Austrian bond, gold as a high-yielding investment, more on the repo market, the number of stocks at 52-week highs, Draghi's call for fiscal stimulus, long-term dollar cycles, the cost of uncertainty and protests in Hong Kong.... Read More

Central Banks

Move Over Federal Reserve, All Eyes are on the ECB and BoJ

Hawkish central bank rhetoric has become ubiquitous as investors and the financial media discuss the eventual end to stimulus. The Federal Reserve is no longer the most hawkishly discussed, passing the baton to the ECB and BoJ. Markets are becoming increasingly concerned with global sovereigns exhibiting a very tight, linear relationship to balance sheet expectations.... Read More

The State of Bond Trading

Bloomberg.com – Want to Protect Your Wall Street Job From Robots? Learn How to Code As Goldman promotes engineers, other firms explore training Banking leaders ?have a responsibility,? BofA?s Bessant says Goldman Sachs Group Inc. realized it had a problem. For... Read More