5 charts
Regime shift US stocks have outperformed their global and emerging counterparts by a mile in the last ten years. But this hasn’t always been the case. For example, in the […]
Regime shift US stocks have outperformed their global and emerging counterparts by a mile in the last ten years. But this hasn’t always been the case. For example, in the […]
Central banks worldwide – with the Fed and the ECB at the forefront – are on the brink of implementing their historically rapid policy reversal, yet interest rates are already […]
Few investors anticipated that Federal Reserve Chairman Jerome Powell could sound even more dovish than he has in recent months. But, at the last FOMC meeting, he managed to do […]
The impact of central banks should not be underestimated. And I don’t just mean their impact on economic growth and interest rates. Central banks are also a driving force of […]
The euro is up 12% against the USD this year. We haven’t seen this kind of euro appreciation for quite some time, as the ECB was the last central bank […]
Markets are unnervingly calm these days. During the last six months, the realized volatility of the S&P 500 Index fell to the lowest level in more than half a century. […]
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! […]
After years of rate cutting and bond-buying central bank policies are now being questioned by financial markets. The euro and yen, targeted casualties of these policies, shot up with a […]
Six years ago, on March 09, we hit the low in stock markets. After five quarters of falling stock prices, the S&P 500 index hit 666 (yes 666), the bottom […]
For some years now, a big part of the movement of the euro against the US dollar is explained by two factors; the ratio of the size of the balance […]