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Market Insights

BondsMacroAsset Allocation

How are central banks affecting your mortgage?

Wild currency moves and rapidly rising interest rates have added to the economic challenges consumers face. But how exactly do central banks affect your mortgage and what does the future hold? And as a homeowner, ...

BondsYieldsFixed Income

Equities can’t shrug off bond yields dominance

The rise in global bond yields, fuelled by rising interest rates, has become one of the central themes affecting stock markets. This week’s Jackson Hole Symposium sets the stage for bond market action for the rest of 2022.

StocksBondsMacroFixed Income

“TINA is dead.” Or not.

The stock market had an epic run after the 2008-09 financial crisis, thanks in part to rock-bottom interest rates, which encouraged investors to pile into equities as “There Is No Alternative” (TINA). Now that the Fed ...

StocksBonds

Positive real rates, the latest headwind for stocks?

US inflation-adjusted bond yields are about to turn positive for the first time since March 2020 in a surge that is adding further pressure on rate-sensitive corners of financial markets. What are the implications for ...

BondsFixed IncomeChina

Looking for a haven with yield in China bonds

After a strong year, Chinese government bonds remain an area of interest for investors seeking yields that go some way to offset inflation as well as a haven from the war in Ukraine.

StocksBondsAsset Allocation

Safe Haven Assets

The recent volatility in financial markets took major indices into correction levels, and even traditional safe havens such as Treasuries and gold offered limited protection. As uncertainty remains surrounding central ...

BondsMacroinflation

Bond markets could be pricing in too many hikes

The yield on 10-year Treasuries just struck a 2-year high and Fed funds futures are pricing a near certainty that the Fed hikes in March with more to follow from the Fed and other central banks in 2022. Is that too much?

BondsMacro

Jerome Powell’s 2nd term: Fade the Hawks?

The reappointment of Fed Chair Jerome Powell sparked some unexpected volatility across markets, led by a jump in Treasury yields. But should we really expect Jay to be that hawkish?

StocksBondsAsset Allocation

Did September kill the 60/40 portfolio? – Asset Allocation

While investing 60% in equities and 40% in bonds was a safe play for decades, this strategy has faced some obstacles in recent weeks. But should we forget decades of results or just hold steady and look through the noise? Are there ways to ...

BondsAsiaMarkets

Chinese bonds find new acceptance in all 3 world bond indices

China is starting to compete for foreign capital inflows. With high quality bonds, other nation’s debt might lose their shine. Napoleon was right: China is awakening, and the world trembles.

StocksBondsMacroMarkets

Rising bond yields, slowing stock momentum: what to do?

As bond yields are soaring, momentum on stock prices is slowing down. Is this the end of the party? While the situation may look grim, we ought to have a closer look at it to see that things might not be as bad as they seem.

BondsESGInvesting

Green bonds are the new cool: a glimpse into 2021

Green bonds are seeing an increasing popularity and investors should be ready for their arrival as policymakers are looking for ways to kick off a sustainable Corona recovery. So what are green bonds ?

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LiveWire

2 days ago

#Nasdaq holds stead ahead of #Jobs report $QQQ #trading #technicals #forex

3 days ago

#PCE comes softer than expected #inflation #stocks #macro #Fed #trading

3 days ago

#EUR advances, now near 5-month highs #fx #fed #trading