Showing posts with label US bonds. Show all posts
Showing posts with label US bonds. Show all posts
Thursday, August 20, 2020

20/8/20: All Markets are Now Monetized

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  While the economy burns, the stock markets are literally going bonkers. Here are the main implied volatility options: Which are symmetric,...
Friday, July 24, 2020

24/7/20: Bonds v Stocks: Of Yields, Investors and Large Predators

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Corporates are reeling from the COVID19 pandemic impacts, yet stocks are severely overpriced by all possible corporate finance metrics. Un...
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...
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, July 6, 2013

6/7/2013: Feeding that Sovereign Cash Addiction?..

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When the cure might be worse than the disease? Two charts from BBVA Research: Notice the size (as % of GDP) for the BoJ QE and notice...
Thursday, February 28, 2013

28/2/2013: Risk-free assets getting thin on the ground

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Neat summary of the problem with the 'risk-free' asset class via ECR: Excluding Germany and the US - both with Negative or St...
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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Thursday, March 26, 2009

A tale of a missing bonds rally

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US markets have seen some strong rally momentum in recent days. Here is a good piece on bond markets in the US. " If there really are ...
Tuesday, January 13, 2009

Near Sovereign bonds - the next frontier II

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Brad Sester on the same topic of the US Federal paper ( here ) gives pretty much the same analysis of the Treasury's supply and demand i...
Monday, January 12, 2009

Near Sovereign bonds - the next frontier?

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We all know 2008 wasn’t a good year for securities markets. Now that the data is trickling in, we can see just how badly things turned out. ...