Snookered
Did Jerome Powell, Chairman of the Federal Reserve, get himself into a pickle? With bond yields still on the rise, it´s starting to look that way. The markets seem to […]
Did Jerome Powell, Chairman of the Federal Reserve, get himself into a pickle? With bond yields still on the rise, it´s starting to look that way. The markets seem to […]
The IMF published new estimates for the global economy, which weren’t great – to put it mildly. The coming quarters will be historically poor and the risks will remain thereafter. […]
US President Trump is calling for a payroll tax relief until after the US elections. Australia just announced a EUR 11 billion package to counter the adverse impact of 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 […]
2018 in (tweeted) charts! This blog aims to give a relatively concise overview of financial markets in 2018 using a selection of charts I tweeted throughout the year. While this […]
Emerging market stocks often produce paltry returns when the US dollar strengthens. But recent developments point to a change in this trend, making emerging markets a more attractive investment prospect. […]
As expected, the Federal Reserve raised its benchmark interest rate again this week. And while its new chairman Jay Powell didn’t mention any major changes in monetary policy from his […]
Most investors tend to agree that the Federal Reserve is in the midst of a monetary tightening cycle, which will take some time to complete. But when asked about the […]
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 […]