Powerful Yield Trigger Chart
This is such a compelling bullish yield chart that supports our above consensus rising yield view. More importantly, levels outlined will act as...
218 Views
Multiple Upside Risks for US Bond Yields
In our post on Monday (The white trashing of the US dollar), we suggested that it may be too late and dangerous to sell the USD that is falling in...
207 Views
Asian Credit Monitor: 2018 Portfolio Strategy, US Rate Trajectory, China Credit Gap
2017 was a decent year for EM bonds in general (both hard and local currencies), amidst strong portfolio/fund net inflows, higher risk appetite and...
336 Views
Softer Year-End U.S. Payroll Growth Does Not Change The Outlook
Nonfarm payrolls rose by 148,000 in December, a moderation from the average monthly gain of 173,000 in the first 11 months of 2017. The...
172 Views
Over Nukes and Lobster, a World Takes Shape
Imad Mesdoua, Senior Consultant, Control Risks finds a varied menu of items as geopolitical luminaries gather at the Halifax International Security...
242 Views