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November 14, 2019

ref: - "Tail Risk" by Tommy Stubbington, The Financial Times, Companies and Markets 13/11/19

Apologies for pointing you to a piece that appeared yesterday… we weren't able to get to it then but it's worth a look as it not only ties in pretty neatly with what we were tal...

November 11, 2019

ref :- "Rising Yields Quiet Bond Market's Key Recession Alarm" , The Wall Street Journal

There is, or at least there used to be, a certain image of the gnarled old trader ..... one who's seen it all before and for whom sensible caution has given way to cynicism. Actuall...

October 31, 2019

ref :- All the post-Fed round-ups

"Semantics : the branch of linguistics concerned with the meaning of words" , The OED

Just a quickie today, and to absolutely no one's surprise the US Federal Reserve cut rates by 25 basis points to a band of 1.50 - 1.75% yesterday.  It...

October 29, 2019

ref: - "ECB chief Draghi uses swansong to call for unity”, International Section, The Financial Times

ref: - "Negative rates and the Swedish experience”, Letters, The Financial Times

First up, just a quick reminder that the US Federal Reserve's Open Market Committee begi...

October 14, 2019

ref: - "The world economy's strange new rules”, The Economist, Leader and Special Report

We are just going to point you towards the Economist, which this week puts an examination of how the economic rules have changed front and centre… figuratively and also literally in...

October 9, 2019

ref :- "Bond investors are addicted to the stimulus placebo" ,  Markets Insight by Tommy Stubbington, The Financial Times, Markets & Investing

It hasn't always seemed that way (see "Greenspan Put" etc) , but theoretically at least central bank mandates have absolutely n...

October 4, 2019

ref :- TAIL RISK by Katie Martin, The Financial Times, Companies and Markets

The monumental dog's breakfast that is Brexit is finally approaching its dénouement .... or at least it might be. If there's no deal agreed, which on the face of it is a scenario that seems mor...

October 2, 2019

ref :- Various

Had we had the chance yesterday, we would have penned something about a couple of sharpish counter-trend moves in long-term bull markets that might have been a bit painful for some. As it happens, both bonds and gold were to bounce by the end of the day a...

September 23, 2019

ref :-  "Repo Market's Liquidity Crisis Has Been a Decade in the Making" , Bloomberg Markets, 22/9/19

We've highlighted this Bloomberg article, but frankly, we might have settled on any one of countless pieces in the financial media this weekend on the same theme. It's...

September 17, 2019

ref: - "Revolutionary thinking is needed to fire up the global economy”, by Luigi Speranza of BNP Paribas, Markets Insight in the Financial Times

It's a line most often attributed to Albert Einstein although he himself suggested that it probably didn't originate from hi...

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