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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...

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...

August 28, 2019

ref: - "Fed Rejects Call to Consider Politics in Policy Decisions”, The Wall Street Journal

First, our sympathies to HM The Queen… Her Majesty is already known to be distinctly unimpressed with the current standard of the UK's politicians and her opinion is not likely t...

August 21, 2019

ref :- "Germany to test investor interest with 30-year paper carrying zero coupon" , The Financial Times, Markets and Investing

Just time to alert you to two events today, one of which will probably have taken place by the time you read this (but no matter) .

This evenin...

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