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Dollar in charge as higher yields come back into focus

There was a bit of a breather yesterday with US markets closed but with the return of treasuries today,...

September 5, 2023, 7:36 am

European equities off to a softer start at the open today

Eurostoxx -0.5%Germany DAX -0.5%France CAC 40 -0.7%UK FTSE -0.6%Spain IBEX -0.3%Italy FTSE MIB -0.4%The bond market, or more specifically Treasuries, ...

September 5, 2023, 7:08 am

Eurostoxx futures -0.2% in early european trading

German DAX futures -0.2%UK FTSE futures -0.3%S&P 500 futures and Nasdaq futures are both down 0.2% currently as equities are staying more cautious wit...

September 5, 2023, 6:04 am

Usd/jpy pulls higher as the bond market returns to play

treasuries are back open for business and with yields pushing higher again, that is underpinning the do...

September 5, 2023, 6:00 am

Sunset market commentary

Markets Trading took a slow start today with US investors absent (Labour Day) and the European eco calendar empty. German Bunds lost a few ticks at th...

September 4, 2023, 1:51 pm

Us holiday won't do markets much good today

The sudden turnaround in the bond market on Friday is definitely a curious one but perhaps it continues the theme from early August. The focus then wa...

September 4, 2023, 4:26 am

Buying on dips likely to support gold prices

Spot gold closed almost flat at $1,940 on Friday as US treasuries … US ISM manufacturing PMI data (Au...

September 2, 2023, 7:59 am

Tlt: why 'higher for longer' is a myth, time to get bullish on treasuries

The current economy simply cannot perform under such rates for long in my view. Regional banking is still facing troubles as is the real estate market...

August 31, 2023, 12:21 pm

Eur/usd’s downside limited from daily perspective

Markets Weaker-than-expected August ADP job creation and a downward revision to (outdated) US Q2 growth & PCE (core) inflation triggered a kneejerk mo...

August 31, 2023, 6:56 am

Tlt: forecast using conservative interest rate assumptions

Even using conservative interest rate assumptions and aggressive stock market expected returns, long-term trea...

August 31, 2023, 12:30 am

From social media to ai: retail investors adopt artificial intelligence for research

In an era of unprecedented access to information and technology, retail investors are carving a new path by embracing artificial intelligence (AI) for...

August 30, 2023, 3:55 pm

No major credit event: high yield and em bonds breakout against treasuries (technical analysis)

Credit spreads are not signaling danger, not even in the emerging market space. High-yield bonds and emerging market corporate bonds are breaking out ...

August 30, 2023, 1:04 am

Don't ignore continued case for treasuries in usfr

Is the rate cycle really coming to an end? That's what some market watchers are anticipating, some at least predicting a pause in September....

August 24, 2023, 5:19 pm

These are the only 3 tech stocks to consider in august 2023

The broad tech market may have seen its heyday come and go post-pandemic. Today's investors are skittish about high-flying growth opportunities amid p...

August 24, 2023, 3:32 pm

U.s. treasury yield decline sparks strong gains in both gold and silver

The net result from a drop in treasuries was a strong gain of 3.94% in silver and approximately 1% in g...

August 24, 2023, 12:32 am

Treasuries-treasury yields slip on weak pmi data, rethink of economy

Treasury yields slid on Wednesday after weak U.S. and European business activity suggest global disinflation as markets await possible indications of ...

August 23, 2023, 10:14 pm

Eur/jpy: pullback emerges following horrible ez pmi data

Eurozone August Services PMI fell into contraction territory; dropping from 50.9 to 48.3 treasuries ext...

August 23, 2023, 4:33 pm

Jaaa: 'higher for longer' rates favor this clo fund

Janus Henderson AAA CLO ETF is a fixed income exchange traded fund that has performed well in 2023. AAA CLOs yield more than ...

August 23, 2023, 2:47 pm

Sunset market commentary

Markets: In a repeat of previous sessions, the core bond sell-off slowed and even went slightly into reverse during a rather dull European trading ses...

August 22, 2023, 2:15 pm

Gold price forecast as china, saudi arabia dump us treasuries

Gold price continued its downward trend on Monday as the turmoil in the bond market continued. The XAU/USD pair tumbled to a low of 1,880, the lowest ...

August 21, 2023, 3:44 pm


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