The Void?
Just recently, bond investor PIMCO published the chart shown above. It’s one of many charts hitting headlines in recent weeks, revealing that the end of an era of unprecedented monetary […]
Tag Archives: BoJ
Negative Yields – A Flight to Safes!
Here’s a quick blog devoted to everything that is going on in the bond markets right now. As you must have noticed, bond yields are collapsing around the globe. Again! […]
Week End Blog – Drowning in Negativity
Yields are lower. Again! The book on ‘bond madness’ got yet another chapter this week. The German 10-year government bond yield fell below 3 basis points, not surprisingly another record […]
Week End Blog – Panda Power!
China is leading markets once again. But, different from the start of the year, this time it’s not guiding markets down. Peace and quiet on the CNY front and improving […]
Week End Blog – Zero is NOT the Lower Bound!
Zero is not the lower bound! The graph below shows this was already the case, but this week the ECB and Sweden’s Riksbank hinted at even lower rates going forward. […]
Week End Blog – Politicians to the Rescue?
Welcome to the Week End Blog. This week was again all about politics. European politics, to be precise. First, the Greek roller coaster continued for at least another week. In […]
Week End Blog – Central Bank Surprises!
This was a week full of surprises, most of them delivered by central banks. And the best one was saved for last. In a truly surprising move, the Bank of […]
The Effect of QE on Interest Rates, Equity Returns and GDP Growth
‘QE is useless!’ Phrases like that have made the headlines on more than one occasion. Many agree that Quantitative Easing, the monetary bazooka used by most central banks to overcome […]
