165 insights found
The increased number of positive COVID-19 cases across Europe has led to some restrictions on social mobility being re-imposed.
No V in earnings
Social distancing seems to be affecting the ability of Premier League defenders to defend. Governments are closing bars and restaurants.
Covid hits WH
The symbolism of President Trump testing positive for coronavirus will not be lost on market participants and economists.
Six months home
The last six months have seen amazing returns from financial markets.
Risk-free yields and curves are range-bound and will remain so as central banks strengthen their resolve to encourage a rise in inflation.
Specific and Limited Bearishness
Politics in the US and the UK are contributing to market moves. Uncertainty over US election outcomes is growing, and the stock market seems to be going through a pattern that has been seen in previo ...
Welcome to Fall
The equity market correction, led by the FAANGS, ahead of the US Labor Day holiday may or may not turn out to be sustained. There are plenty of commentators arguing, and hoping, that it will be on th ...
The US Federal Reserve Chairman, Jerome Powell, has stated that the central bank will tolerate higher future inflation and lower unemployment to a much greater extent than it has done in the past wit ...
Living in a box
The US yield curve has rarely been inverted when the Fed funds rate has been this low. In fact, it has rarely been inverted when the Fed funds has been below 4%.