Chart of the week: Things may be looking up for high-yield bonds
windergate
1/11/2019
Euro denominated high-yield bonds are starting the new year on more solid footing than they ended in 2018.
1/11/2019
12/19/2018
Why 2019 might be a better year for investors
windergate
12/19/2018
2018 has been a disappointing year for most investors. Almost all markets, both stocks and bonds, have fallen in value this year,
12/18/2018
Fixed Income: A few opportunities left
windergate
12/18/2018
U.S. Treasuries and liquid MBS look interesting, especially at the short end of the U.S. yield curve We are more cautious on European g...
12/13/2018
Outlook 2019: Global credit
windergate
12/13/2018
With the removal of extraordinary central bank support measures, 2019 looks set to be a transitional year, not just for corporate bonds ...
12/07/2018
Stocks and bonds at odds over the economy
windergate
12/07/2018
Financial-market participants like to screen for correlations between asset classes not just to diversify their portfolios, but also in ...
12/05/2018
Outlook 2019: Global bonds
windergate
12/05/2018
The post-2008 low volatility sea of tranquillity is being disrupted by monetary policy adjustments and geopolitical factors We see a mi...
11/09/2018
Chart of the week: 9 November 2018
windergate
11/09/2018
For the first time since the financial crisis, hard-currency-denominated bonds are trading at higher yields compared to their
11/02/2018
Chart of the week: 2 November 2018
windergate
11/02/2018
Why the trend of rising U.S. yields might soften from here 10-year U.S. Treasury yields are up by almost 80 basis points so far this y...
10/12/2018
Bond vigilantes at the gates in Italy
windergate
10/12/2018
Italy’s highly indebted government is a major concern for investors. Bond vigilantes are circling and they will ultimately decide whethe...
10/11/2018
JPMorgan and Citi could act as bellwethers for bank earnings
windergate
10/11/2018
JPMorgan Chase and Citigroup, the largest and fourth-largest US banks by market capitalization correspondingly, will
9/26/2018
Five charts that explain the case for emerging markets
windergate
9/26/2018
Investors generally understand the importance of emerging markets in terms of their economic impact but, perhaps due to lack of
7/19/2018
Goodbye Goldilocks
windergate
7/19/2018
However, selective opportunities remain, including short-duration credit in dollars (across the board) and high yield in euros What a ...
5/25/2018
Chart of the week: A tale of two economies in the Eurozone periphery
windergate
5/25/2018
Bond markets have learned to differentiate between different countries within the Eurozone. Just look at the diverging fortunes of Spain...
4/27/2018
Chart of the week
windergate
4/27/2018
The gap in yields on 10-year U.S. Treasury bonds and German Bunds has widened to almost 2.4 percentage points In late April, U.S. yi...
Central Bank Weekly: US Dollar breaks year-long downtrend
windergate
4/27/2018
Fed funds futures pricing in 25-bps rate hikes in June (93% implied probability), September (77%), and December (51%). Rise in US Tre...
4/24/2018
As 10-year US yields break above 3%, is the dollar turning a corner?
windergate
4/24/2018
The US dollar broke above the 109-yen level for the first time since early February this week, taking the dollar bears, who have been b...
4/20/2018
Pockets of opportunity
windergate
4/20/2018
We continue to see opportunities, especially in high yield. Buy the dips, but selection is key. It has been a volatile few months. As...
Managing volatility
windergate
4/20/2018
Some fear too much growth, others too little. In either case, the markets' increased volatility should be manageable. In retrospect, 20...
Rising interest rates
windergate
4/20/2018
Will rates unrattle equity markets? "Don’t fight the Fed" is an old stock-market rule. What the rule points to is that stock mark...
4/19/2018
U.S. Treasury Market’s 10-Year Inflation Forecast At 4-Year High
windergate
4/19/2018
Deutsche Bank’s chief international economist warns that inflation risk is rising, posing the main threat for the investment outlook. S...
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