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Weekly focus – rise in us yields not going to last
A massive sell-off in bond markets have over the past weeks pushed long US government bond yields to new highs. The 10Y UST yield has risen 60bp over ...
October 6, 2023, 2:34 pm
Us bank economists see a slower us economy, no recession, & 100bp of fed cuts from may '24
The latest from the American Bankers Association’s Economic Advisory Committeecomposed of 14 chief economists from some of North America’s largest...
September 11, 2023, 10:51 pm
The bearish case for the dollar: economic signals and predictions
Despite recent stabilization, the US dollar faces a tough road ahead, with deep-rooted issues in the regional banking system threatening the wider eco...
May 16, 2023, 11:37 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
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
Eurozone inflation might point to more ecb hikes
Tomorrow sees the release of EuroZone flash CPI figures in the context that many ECB officials are talking up the possibility of larger rate hikes com...
March 1, 2023, 12:45 pm
Unite group price target hiked by rbc capital in upbeat note on uk student accommodation sector
Unite Group PLC (LSE:UTG) and Empiric Student Property PLC both saw their price targets hiked by analysts at RBC Capital in an upbeat note on the UK s...
November 24, 2022, 10:22 am
Nzd/usd higher after the reserve bank of new zealand raises its cash rate target by 75 bp
A big rate rise from the Reserve Bank of New Zealand, who had been hiking by 50bp up to today.
Cranking it up with hawkish commentary also. T...
November 23, 2022, 1:10 am
Jp morgan sees a "mild" recession - "don't see the need for a big recession"
Via a JP Morgan note on the US:
JPM's main points:
- We expect the FOMC to tighten another 1...
November 16, 2022, 11:17 pm
New york mortgage trust issued new pfd: retires older one, again
Last fall, the New York Mortgage Trust (NYMT) used the proceeds of a newly issued Preferred (NYMTZ) to redeem all the shares of a higher coupon Prefer...
February 5, 2022, 8:30 am
New york mortgage trust issued new pfd: retires older one, again
Last fall, the New York Mortgage Trust (NYMT) used the proceeds of a newly issued Preferred (NYMTZ) to redeem all the shares of a higher coupon Prefer...
February 5, 2022, 8:30 am
New york mortgage trust issued new pfd: retires older one, again
Last fall, the New York Mortgage Trust (NYMT) used the proceeds of a newly issued Preferred (NYMTZ) to redeem all the shares of a higher coupon Prefer...
February 5, 2022, 8:30 am
