Market Sentiment & Lateral Thoughts
GLOBAL market participants are sanguine about bond and equity markets, despite economic and financial warning signs.
In the past, rising inflation, stronger economies, large scale … Read the rest
A DECLINE in global derivatives trading to their lowest levels since 2007, is regarded as an indication that global markets have become sanguine.
The Bank for International Settlements (BIS), the central banks’ central bank, has disclosed that the gross market … Read the rest
Brokers Sanford Bernstein also warn that UK and other European banks have sizeable exposure to Glencore and other commodity traders
STANDARD & Poor’s has downgraded the debt of numerous US, European and emerging market energy companies while brokers Sanford Bernstein … Read the rest
THE membranes of global government, corporate, junk and emerging market bond bubbles are now dangerously thin.
The common view is that bond yields have risen because of expectations that the Fed will