Notes You Need for February 13: inflation expectations, Trump border adjustment tax, Janet Yellen, Le Pen
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China has been selling U.S. Treasuries
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Selling my medium-term Treasury ETF on rethinking global central bank stance
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Today looks like a return to the “vulnerable” market of last week
For me the question today was whether the market would look like the “vulnerable” market of the first four days of last week–you know when U.S. stocks moved lower, the dollar continued to climb but so did the yen, and emerging market equities fell and it looked like we were moving back to a typical risk-off market–or whether Friday’s strong day for U.S. stocks broke the pattern.
Financial markets push dollar up, gold down, as odds for Fed interest rate increase continue to climb
The financial markets are gradually convincing themselves that the Federal Reserve is certain to raise interest rates at its December 14 meeting. That, along with the continued retreat in the pound on remarks from U.K. Prime Minister Theresa May signaling a hard Brexit, sent the U.S. dollar to its biggest gain in two weeks. The Bloomberg Dollar Spot Index climbed by 0.6% this morning.
Are global bond markets finally starting to doubt the commitment of the world’s central banks to endless stimulus?
Today financial markets are anxiously wondering if they need to rethink the assumption of an endless supply of stimulus. Besides yesterday’s non-move and rhetorical silence from the European Central Bank, today the market is reacting to remarks from the Boston Federal Reserve Bank President that waiting too long to raise interest rates would threaten the U.S economy. And to the possibility that the Bank of Japan would like to see higher long-term interest rates
The market sticks near all-time highs with extraordinarily low volatility
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...In the short term markets are dancing to tune of guesses on central bank intentions
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