As more than 15% of the global government debt market enters negative yield territory we are truly living in extraordinary times. The corollary of those conditions is that the market is in effect pricing in no inflation. Oh really?
February 26th, 2015 by Gary
Lots to read on Greece, oil, corporate earnings and Apple but the critical driver of equities markets remains interest rates. Amid multiple headlines of central bank QE, rate cuts and record low yields you might want to watch this…..
February 11th, 2015 by Gary
The fall-out from the oil shock drop has quickly attracted commentary as to potential contagion in the US debt markets and its approximate $200 billion of high yield bonds. But contagion does not respect country borders….
January 14th, 2015 by Gary
The majority of mainstream commentary has focused on the dramatic fall in the oil price, the share price carnage in energy stocks and a potential boost to consumers. However, the financial sector will be watching developments nervously.
December 1st, 2014 by Gary
We have commented on these pages, and others have queried the strange fact of oil price slippage in the face of massive geopolitical headwinds in the Mid-East and Ukraine. But maybe the commodity price slippage is more demand driven?
September 18th, 2014 by Gary