Showing posts with label US Treasuries. Show all posts
Showing posts with label US Treasuries. Show all posts
Thursday, July 9, 2020

8/7/20: On a Long-Enough Timeline, This Is Not Sustainable

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Something will have to give, and on an increasingly more proximate timeline, although we have no idea when that timeline runs its course.....
Tuesday, January 21, 2020

21/1/20: US Deficits, Growth and Money Markets Woes

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My article for The Currency  on the effects of the U.S. fiscal profligacy on global debt and money markets is out:  https://www.thecurrenc...
Wednesday, July 31, 2019

31/7/19: Canary in the Treasuries mine

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Judging by U.S. Treasuries, things are getting pretty ugly in the economy: The gap between long-dated bond yields and short-dated pap...
Tuesday, April 2, 2019

2/4/19: World Economic Conditions and Yield Signals

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Global divergence... ... until global convergence? More likely, the latter:  https://www.reuters.com/article/us-ecb-policy-rates...
Saturday, December 8, 2018

8/12/18: Back to the 1950s: Tracing Out 25 Years of the Credit Bubble

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While the current cycle of declining interest rates has been running for at least 25 years, the most recent iteration of the period has be...
Monday, July 30, 2018

30/7/18: Annotated History of the U.S. Treasury Yield Curve

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Courtesy of the forgotten source (apologies) a neat summary chart plotting the timeline of the 10 year U.S. Treasury yield: For...
Saturday, June 10, 2017

10/6/17: Cart & Rails of the U.S. Monetary Policy

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So, folks, what’s wrong with this picture, eh? Let’s start thinking. The U.S. Treasury yields are underlying the global measu...
Tuesday, June 25, 2013

25/6/2013: What the hell is going on in the markets?

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Two charts from Pictet neatly illustrate the ongoing bonds markets correction: My two cents on what's going on in the markets t...
Wednesday, January 11, 2012

11/01/2012: Risk-off or 'Grab that Straw, Man'?

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Another day, another historical marker falls under the weight of the euro area mess: US Treasury auctioned off USD21bn of 10 year notes t...
Thursday, December 31, 2009

Economics 31/12/2009: Bond markets

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Food for thought: rummaging through backlogged papers, I cam across 3 notes from our heroic stockbrokers' bonds desks singing songs abou...
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Saturday, December 26, 2009

Economics 26/12/2009: Interest rates direction - US, Europe and China

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One near-certainty that awaits us in 2010 is the return of the higher cost of borrowing. The growth killer pill o higher interest rates will...
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