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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...

September 9, 2019

ref :- "Draghi in spotlight over stimulus as investors eye pace of bond purchases" , Market Questions / Global Outlook, The Financial Times

Travelling this week but thought we'd better remind you about the European Central Bank's monetary policy decision coming up on Th...

September 6, 2019

ref :- "Biggest Bond Rout in Years Whiplashes Bulls Who Were Right" , Bloomberg Markets

Does anybody really think that there has been some fundamental shift in the drivers of bond markets over the last 24 hours or so ? As if we needed any reminding, global bond yields h...

September 2, 2019

ref: - "FT BIG READ – THE CORBYN REVOLUTION", The Financial Times

One of the more redundant introductions must be: "It's a big week for Brexit this week…”. They're ALL big weeks, but it's true that we are approaching what promises to be another explosive chapter in the...

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