Showing posts with label asset bubbles. Show all posts
Showing posts with label asset bubbles. Show all posts
Friday, May 3, 2019

3/5/19: The Rich Get Richer when Central Banks Print Money

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The Netherlands Central Bank has just published a fascinating new paper, titled "Monetary policy and the top one percent: Evidence f...
Wednesday, December 19, 2018

19/12/18: Schroders' Lloyds deal signals more bank-asset manager tie-ups

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My comment on consolidation in asset management industry and the Schroders' Lloyds deal via S&P Global Market Intelligence :  http...
Saturday, November 17, 2018

17/11/18: Nine in Ten in the Red: Asset Markets YTD Returns Signal Risk Repricing

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According to a recent research note from the Deutsche Bank, 89% of global macro assets are posting losses on year-to-date basis. This is t...
Friday, November 16, 2018

16/11/18: The Horsemen of the Financial Markets Apocalypse

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My column for the Manning Financial   is now available here:  http://issuu.com/publicationire/docs/manning_financial_november_2018?e=16572...
Sunday, September 9, 2018

9/9/18: Populism, Middle Class and Asset Bubbles

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The range of total returns (unadjusted for differential FX rates) for some key assets categories since 2009 via Goldman Sachs Research: ...
Friday, June 15, 2018

15/6/18: Italian High Yield Bonds and Markets Exuberance

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Nothing illustrates the state of asset valuations today better than the junk bonds tale from Italy. Here is a prime example from the Fitch...
Saturday, May 12, 2018

12/5/18: Bubbles or Gartner Cycles? Tech is in it, again...

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Nice visual on Gartner-maturity curve structure of sentiment driven fads in sectoral valuations:
Sunday, April 8, 2018

7/4/18: Markets Message Indicator: Ouuuuch... it hurts

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An interesting chart from the VUCA family, courtesy of @Business: 'Markets Message Indicator', created by Jim Paulsen, chief...
Sunday, November 19, 2017

18/11/17: The Road Ahead: EchoChamber Podcast

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It was my pleasure, recently, to record a podcast with excellent Tony Groves @Trickstersworld . The link to the podcast is here:  http://w...
Sunday, October 22, 2017

22/10/17: Leverage risk and CAPE: Why Rob Shiller Might Be Wrong

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Rob Shiller recently waxed lyrical about the fact that - by his own metrics - the markets are overpriced, yet no crash is coming because t...
Saturday, October 14, 2017

14/10/17: Happy Times in the Rational Markets

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Two charts, both courtesy of Holger Zschaepitz @Schuldensuehner: In simple terms, combined value of bond and stock markets is c...
Friday, May 15, 2015

15/5/15: Monetary Titanic & Bubbles Troubles

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Food for thought this morning - two links: HSBC's research warning that the monetary policies-based liquidity pyramid is shaky:  ht...
Monday, November 7, 2011

07/11/2011: Don't blame 'Johnny the Foreigner' for Western markets collapse

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Global current account imbalances have been at the forefront of policy blame game going on across the EU and the US. In particular, the...