A few charts I came across this week with some thoughts on each: The bear market accelerates the shift from active to passive: This trend has been in place for quite some time now but the bear market is accelerating things. This makes sense if you think about it in terms of a year of …
(Bloomberg) — The hunt for yield is back in emerging markets with a force not seen in 17 years. Bloomberg’s Most Read Investors are buying bonds from some of the world’s poorest nations so quickly that the risk premium on them is falling at the fastest rate since June 2005 relative to their investment-grade counterparts, …
High Yield Part Returns to Emerging Markets Too Cheap to Ignore Read More »
https://tmsnrt.rs/2zpUAr4 Markets choppy after Fed rate warnings Most inverted U.S. yield curve since 1981 The dollar is selling again, but off the lows of the week SYDNEY, Nov 18 (Reuters) – Asian stocks were in a cautious mood on Friday after U.S. Federal Reserve officials fired more warning shots on interest rates amid rising coronavirus …
Cautious stocks, US yield curve deep in recession territory Read More »
Even as stock investors applaud signs of a spike in inflation, the bond market’s best-known recession predictor is showing its clearest signal yet that the US economy is in trouble. It’s known in Wall Street lingo as an inverted yield curve, and in recent days it’s hit its most extreme levels since the 1982 recession …
The US Treasury yield curve recession indicator flashes red Read More »
