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Market Thinker
Making Sense of the Narrative
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bullish
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Macroeconomics
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24 Apr 2024 06:01
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Syndicated
Bollinger Bonds
Since the beginning of March, US 10 year yields have gone from 4% to around 4.6%, unwinding the Fed Pivot language that emerged to ‘explain’ the...
Mark Tinker
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205 Views
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bullish
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Macroeconomics
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12 Apr 2024 18:54
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Syndicated
Gold and Goldilocks
This week’s ‘CPI Print’ has caused something of a panic in the bond markets and has left the ‘Pivot’ Pundits struggling versus the ‘No Cuts’ crowd,...
Mark Tinker
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460 Views
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bullish
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Macroeconomics
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14 Feb 2023 08:53
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Syndicated
Licence to print money
Announcements of increased dividends and buybacks (eg Unicredito) have come against a background where, despite some nice moves already, those same...
Mark Tinker
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199 Views
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bullish
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Macroeconomics
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06 Feb 2023 10:30
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Syndicated
February Market Thinking
January started the year strong in markets as the mean reversion trades we suggested likely in our year ahead piece all seem to have happened
Mark Tinker
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270 Views
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bullish
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Macroeconomics
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23 Jan 2023 04:53
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Syndicated
Mean Reversion
Indeed, we would estimate that close to 2bn people are celebrating this week, and after the disruption of the last two years, there is enormous...
Mark Tinker
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308 Views
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