True Economics

True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!

Showing posts with label bonds bubble. 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,...

Tuesday, May 16, 2017

16/5/17: Navigating the Bubbling Up Investment Seas

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Here are the slides from my presentation at the IPU Conference 2017 two weeks ago: ...

Monday, September 16, 2013

16/9/2013: Some scary charts from BIS: Yields Blowing Up & Leverage Climbs

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BIS Quarterly ( http://www.bis.org/publ/qtrpdf/r_qt1309a.pdf ) has some interesting analysis of the US yields: "An examination of th...

Saturday, August 17, 2013

17/8/2013: Long-Term Great Unwinding for ECB?..

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On foot of David Rosenberg's pressie on Long-Term Inflation strategy switch ( link here ), here's the ECB Monetary Policy dilemma ...

Friday, August 16, 2013

16/8/2013: David Rosenberg Breaks Consensus on Long-Term Inflation

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The most important note on the market written in the last 12 months, if not longer (and for those forward looking - the most important note...

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TrueEconomics: This blog represents my personal views and is not reflective of the views or opinions held by any company, contractor, client or employer I work for currently or have worked for in the past. These views are not an endorsement to take any action in the markets or of any political position, figures or parties.

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