International Women’s Day and The Conundrum at the Heart of the Bond Market..
Make the world a better place by enabling women on International Women’s Day! And, Bond Markets need to a rethink.
Blain's Morning Porridge
Financial Commentary for Smart People
Blain's Morning Porridge
Financial Commentary for Smart People
Tag Bond Markets
Markets Uncertain – More pain to come?
Markets look distinctly soft, and vulnerable to further downside pressure. The gaps between value, hype and narrative are becoming clearer – spelling opportunity, but also raising the risk of a crash.
Taper, Rates, Bond Markets and Consequences
The Fed finally begun its cautious taper and the market did not immediately self-destruct… but the consequences of 14 years of central bank experimentation, regulatory overkill and the “processification’ of markets will have consequences… they may be bleak…
What would a Multi-Sigma Bond Slide do to Markets?
The risks of Central Bank policy mistakes are escalating. Fixed Income markets are wising up to the potential of long-term stagflation/inflation. A bond correction will crush stock markets if/when real interest rates turn positive. Central Bankers will need to decide: intervene to save markets – continuing the current distortions, or let loose the dogs of market meltdown. Anyone for the last few choc-ices?