Showing posts with label negative yields. Show all posts
Showing posts with label negative yields. Show all posts
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, July 16, 2019

16/7/19: Corporate Yields are Heading South in the Euro Land

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Some of the euro area's junk-rated corporate debt is now trading at negative yields, and over 15% of near-junk debt is also charging t...
Monday, June 24, 2019

24/6/19: Markets Expect the Next QE Soon...

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Adding to the previous post on the negative yielding debt, here is a recent post from @TracyAlloway showing Goldman Sachs' chart on im...

24/6/19: Negative Yielding Debt: Monetary Contagion Spreads

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Negative yielding Government debt (the case where investors pay  the sovereign lenders for the privilege of lending them funds) has hit al...
Wednesday, June 12, 2019

12/6/19: All's Well in the Euro Paradise

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All is well in the Euro [economy] Paradise... Via @FT, Germany's latest 10 year bunds auction got off a great start as "the ...
Monday, April 22, 2019

22/4/19: At the end of QE line... there is nothing but QE left...

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Monetary policy 'normalization' is over, folks. The idea that the Central Banks can end - cautiously or not - the spread of negati...
Friday, February 15, 2019

15/2/19: Still Drowning in Love [for Debt]...

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Debt... Sovereign debt... and Valentines... A decade post-GFC, we are still shedding love to our overly-indebted sovereigns... so not...
Friday, December 8, 2017

8/12/17: Happiness: Bounded and Unbounded

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Why I love Twitter? Because you can have, within minutes of each other, in your tweeter stream this... and this That's right...
Friday, January 27, 2017

27/1/17: Sovereign Debt Junkies Can't Get Negative Enough in 4Q 16

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There’s less euphoria in sovereign borrowers camps of recent, but plenty of happiness still. Per latest data from FitchRatings, “global ...
Thursday, December 10, 2015

10/12/15: Europe's Negative Yields Ship of Fools

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Those of you who follow my work would know that I hold little compassion for the 'investors' who are willing to give money away to...
Thursday, April 16, 2015

16/4/15: QE and Negative Rates: It's So Good, It Hurts...

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Here is an unedited version of my article for Manning Financial on the upcoming pain in the global markets from the Central Banks activism...
Friday, March 27, 2015

27/3/15: Debt, Glorious Debt, Deluge of Debt... and Negative Yields

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In the article on global debt woes forthcoming in one of the financial letters I contribute to in April, I will be looking more in depth...