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Eur/usd: 1.0600/1.0610 looks like the last line of support before 1.0500 – ing
EUR/USD took its time, but ultimately the Fed’s hawkish message resonated with the US yield curve and...
September 21, 2023, 8:29 am
Boj will not unwind easy policy at this week's meeting - poll
As for when the BOJ might end negative rates, the majority now sees that as coming some time in 2024. 13 of 25 economists are of that view, representi...
September 21, 2023, 4:23 am
Agnc investment corp.: scary times may be over for this 14% yielding trust (upgrade)
AGNC Investment Corp. has suffered from a steepening of the yield curve, resulting in a rise in funding...
September 21, 2023, 3:08 am
Japan's nikkei asks "is japan's deflation era ending?"
Link is here to the piece (may be gated).Some of the points made:Recent comments by Bank of Japan and government officials are stirring expectations t...
September 21, 2023, 2:17 am
Bitcoin bears could come out after expected fed rate freeze
This is just more evidence of the unorthodox nature of today’s market, which has also led to U.S. bonds experiencing an inverse ...
September 21, 2023, 2:14 am
Japan former top currency diplomat warns of intervention if the yen falls further
It is fully possible that Tokyo will conduct intervention in case the yen weakens furtherAmid a weakening yen, BOJ may have no choice but to normalise...
September 20, 2023, 4:03 am
15 years after lehman - why i wouldn't buy bank of america
Bank of America's stability and financial health in the current economic environment is reassuring, with solid credit quality and cautious client spen...
September 15, 2023, 2:02 pm
Higher for longer means opportunities in 10%+ yielding floating-rate securities
The market has grudgingly adjusted to a higher-for-longer short-term rate environment. This, along with an inverted ...
September 15, 2023, 3:53 am
Jasper’s market squawk 13-09-2023
Markets in Risk-Off Mode Ahead of CPI Data Global equities were under pressure on Tuesday, with the US and Asia turning red. The dollar was muted ahea...
September 13, 2023, 8:03 am
Hsbc's major is 'outright long' on us treasuries
HSBC Global Head of Fixed Income Research Steven Major says he favors taking "duration over yield curve...
September 8, 2023, 8:32 am
Is a steepening yield curve in the cards? etfs to benefit
As wage growth slows down, many analysts noted that the Fed may have to decrease borrowing costs to prevent tightening of the real rate or inflation-a...
September 6, 2023, 2:17 pm
Weekly economic & financial commentary: what is the yield curve saying about recession?
Summary United States: Labor Market Slowly Losing Its Swagger This week’s data continue to demonstrate an underlying resiliency in the economy, but ...
September 2, 2023, 2:10 am
Joby aviation: a clouded path to commercialization
Joby Aviation's timeline for commercial launch has been delayed, potentially pushing it to 2025 or later. Cash burn and dilution may be greater than i...
August 31, 2023, 6:01 pm
Oaktree specialty lending: now's the time to get interested
Oaktree Specialty Lending offers a high 11% yield and has the potential for future growth due to high interest rates. The company is not affected by i...
August 31, 2023, 2:59 am
Vti: september has been worst month to own stocks last 5 years
September has historically been the worst month for owning U.S. stocks over the past five years. Economic concerns, rising interest rates this summer,...
August 30, 2023, 10:47 pm
Nbb: a few reasons why i'm more bullish going forward (rating upgrade)
Nuveen Taxable Municipal Income Fund is currently undervalued with a discount to NAV of almost 9%. Taxable munis offer higher income compared to tax-e...
August 30, 2023, 9:23 pm
Boj's tamura: timing of easy policy exit must not be too late, but not too early too
Whether that happens next year will depend on various data at the timeEnding negative rates, yield curve...
August 30, 2023, 5:18 am
Why investors are buying 2- to 5-year bulletshares etfs
Advisors don't need to look to the long end of the yield curve to find compelling opportunities for cli...
August 28, 2023, 2:07 pm
The 3 best defensive stocks to buy now: august 2023
Defensive industries are typically looked at by investors in times of uncertainty. Indeed, we have interest rates near 40 year highs, inflation is sti...
August 26, 2023, 9:00 am
Boj to keep policy as it is until at least july 2024 - poll
5% (1 of 22) expect BOJ to start unwinding ultra-easy policy this year55% expect that to happen some time after July next year73% expect the BOJ to en...
August 25, 2023, 4:10 am
