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Jasper’s market squawk 15-06-2023
Fed Insists Holding Rates Is Not a Skip Markets had a mixed reaction to what was perceived as a hawkish monetary policy statement combined with a dovi...
June 15, 2023, 8:33 am
Be wary of the new bull market of sp 500
The key US benchmark stock index, S&P 500 has entered a new bull market. Market breadth has seen some signs of improvement as prior cyclical laggards;...
June 12, 2023, 8:20 am
Deutsche bank are still expecting a us recession to begin in q4 this year
DB on their US recession call (this in summary), citing, amongst other indications:the aggressive rate hikes, curve inversions tolead to a US recessio...
May 16, 2023, 10:21 pm
Nzd modestly higher. nz curve flattens after strong labour market data. 2s10s inversion at gfc levels
Fed hikes 25bps as expected; softens forward guidance on future tightening. Modest market reaction; market sees Fed done after 500bps of hikes. USD br...
May 3, 2023, 11:59 pm
What's next for investors after silicon valley bank
Financial markets depend on yield curve "carry" to function. The current deep inversion of the yield cu...
March 12, 2023, 5:24 pm
Two harbors preferreds: an arbitrage opportunity
With the Fed posturing more hawkish about interest rates, investors may do well to go on offense and improve their portfolio yields. Pricing inversion...
March 10, 2023, 4:56 am
Deutsche bank on the 100bp us yield curve inversion: in all such occurrences ... recession
I posted on the huge inversion of the 2/10 UST ...
March 9, 2023, 3:33 am
Kre: nasty yield spreads pressure regional banks, technical support tested
The 10yr/3mo yield spread has collapsed to more than a full percentage point inversion. Regional banks with significant lending operations may be hurt...
March 8, 2023, 4:15 pm
What’s next for j.powell & treasury yields after 90bps curve inversion?
Fed Chair Jerome Powell is set to make remarks shortly, which should provide Wall Street with some future insight into where markets will end up as th...
March 8, 2023, 10:39 am
Eur/usd refreshes multi-day low under 1.0550 as fed’s powell widens yield curve inversion, ecb’s lagarde eyed
EUR/USD remains depressed for the second consecutive day amid strong yields, renews three-month low of late. ECB policymakers defend hawkish bias but ...
March 8, 2023, 5:14 am
Us yield curve inversion, the recession indicator, is its deepest in 40+ years
Powell's return to more hawkish triggered bond marekt moves:
- the 2 year UST yield rose more than 10 basis points, above 5%, not seen sin...
March 7, 2023, 11:35 pm
Edv: the inverted yield curve is another reason to be bullish
While the yield curve is steeply inverted, long-term bonds have a much greater upside in the event of a fall in yields, as tends to result following c...
March 3, 2023, 5:12 am
Weekly focus – markets price in high rates for longer
A slew of US macro data this week confirmed that the US economy stands strong, and as a response, market are pricing in high rates for longer. US curv...
February 17, 2023, 2:09 pm
Irsa inversiones y representaciones sociedad anónima (irs) q2 2023 earnings call transcript
IRSA Inversiones y Representaciones Sociedad Anónima (NYSE:IRS ) Q2 2023 Results Conference Call February 13, 2023 10:00 AM ET Company Participants S...
February 13, 2023, 12:35 pm
Main focus for markets remains on tomorrow’s us cpi release
Markets On Friday, markets gradually moved further in the direction of central bankers holding rates higher, at least for a bit longer. We don’t dra...
February 13, 2023, 7:51 am
3 under-the-radar sectors that can make you tons of money
To bears obsessed with “trees-in-the-forest” details like the yield-curve inversion, whether the Fed's benchmark rate will end up at 4.9% or 5.4%,...
February 10, 2023, 7:46 am
Gold price forecast: xau/usd defies bullish bias on united states treasury yield curve inversion, us data eyed
inversion of the United States 10-year, 5-year yield curve hints at recession and weigh on XAU/USD pric...
February 10, 2023, 12:29 am
Irsa seems to be heading for growth
The full name of IRSA is IRSA Inversiones y Representaciones Sociedad Anónima (IRS), an Argentine company that operates diversified real estate busin...
February 3, 2023, 10:39 am
How to play bonds during an inverted yield curve scenario with ishares 1-3 year treasury bond etf
The Federal Reserve has done a rapid hiking of interest rates in an effort to curb inflation. This has led to an ...
January 26, 2023, 12:21 am
