Market Sentiment & Lateral Thoughts
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 “taper” and reduce $85 billion of monthly asset
Large scale treasury bill and bond issues of key eurozone nations will keep markets nervous in the first quarter. Throughout 2012 European pension funds, insurance companies and other investors will be called upon to fund indebted and recession ridden nations.… Read the rest