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
Whoosh, the euro is rapidly heading towards 1.10 against the USD. But where could it ultimately go? Here’s a few charts….
January 23rd, 2015 by Gary
While the Swiss Franc steroid infusion by its central bank will garner most headlines today it is likely investors in US banks will be nursing some wounds too. JP Morgan disappointed yesterday but there’s more pain today….
January 15th, 2015 by Gary