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September 28, 2018

Friday 28th September 2018

ref :- " Italy hikes deficit goal, defies EU and rattles markets " , Reuters Markets

Was it really that obvious ?  Well yes, probably .... Italy's government is a coalition of two populist parties, populist being the operative word. The Five St...

September 26, 2018

Wednesday 26th September 2018

The Fed today, Italy's budget tomorrow : One's a racing certainty, the other ..... well, not so much

ref :- "Fed Dots to Harden Views for December Move : Decision-Day Guide" , Bloomberg Markets

One of the talking heads on some financial media...

September 24, 2018

Monday 24th September 2018

US Yields UP, but Dollar DOWN ..... not only is it counter-intuitive, it's also a bit of a worry

ref :- " Dollar Break With Yields Promps Concern U.S. Has Funding Issue " , Bloomberg Markets

We talk about yield spreads quite a lot .... well, doe...

September 20, 2018

ref :- "Treasuries Sell Off as Investors Assess Tariffs" , The Wall Street Journal, Markets

So what are we to believe ? The 3% yield on the US 10yr Treasury has long been touted as a hugely significant level for investors, both and technically and psycologically. An upw...

September 10, 2018

ref :- "How central banks distort the yield curve's predictive power" , Megan Greene of Manulife Asset Management in the Financial Times 4/9/18

We should apologise for taking so long to get to this piece ..... it was just that kind of week last week. Still, it's easily...

September 5, 2018

ref :- " US and China's trade battle is based on false assumptions " , GLOBAL INSIGHT by Tom Mitchell, The Financial Times

The US administration has picked fights on trade issues with a lot more nations than just China .... right at this moment Canada springs to mi...

September 3, 2018

ref :- General

It may be the Labour Day holiday in the States today, but that doesn't mean that there's nothing going on. Quite the opposite in fact, though the main topics in the Monday morning round-ups are much the same as they were last week. At one level they've al...

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