Tag Archives: Markets

Markets

Eurozone Economies Due to Rebound
Posted By Ben Breitholtz  |  Featured, Newsclips

Eurozone economic data is due to rebound with surprises in the months ahead. A lack of buying pressure from the Eurozone with improving data should keep the US 10-year 30-year spread near current levels. The UK stands out as the 10-year 30-year spread most likely to steepen.... Read More

Markets

FOMC and ECB Policy Ready to Converge
Posted By Ben Breitholtz  |  Featured, Newsclips

FOMC and ECB policy divergence is set to return to convergence. We see an opportunity for December '19 Euribor to cheapen on the curve and December '19 Eurodollar to richen on the curve.... Read More

Markets

A Look At Financial Market Volume
Posted By Jim Bianco  |  Featured, Newsclips

Technical analysts believe volume is a measure of conviction. Following this idea, one would expect to see higher volume (more conviction) with higher prices. Of the eight broad measures of dollar volume we examine, only investment grade corporate bond volume is in a clear uptrend.... Read More

Markets

Capex at Risk of Slowing Across the Globe
Posted By Ben Breitholtz  |  Featured, Newsclips

Better than 90% of developed economies have increased fixed capital formation, which has a habit of marking cycle peaks. Search trends for an array of capital expenditures are beginning to slow, suggesting euphoric surveys are over their skis. ... Read More

Markets

Markets Under-pricing a Summer 2019 ECB Hike
Posted By Ben Breitholtz  |  Featured, Newsclips

We see potential for ECB rate hike timing to become pulled into the spring/summer of 2019. The longer-end of the U.S. yield curve is showing heightened sensitivity to ECB rate hike timing, meaning higher nominal yields would ensue. On the flip side, real yields in the U.S. will likely remain trapped in their trading range until wage growth finally shows up.... Read More