FlowBank

1184 days ago

US Treasury Yields return to 1%

For the first time since March, US treasury yields have crossed the 1% bar. This is partly due to the increased likelihood of Democrats to win the two runoff Senate elections in Georgia, which could pave the way for more spending to revive the US economy. The Climb to 1% might only be the beginning of an ascent, which could be accompanied by moderate inflation and an economic recovery (we hope). 

#Bonds #Macro
US treasury bonds crossing the 1% line

1184 days ago

Don't fight the flows - China assets in demand from foreign investors

Uptrend for inflows into China equities and bonds

#Stocks #Bonds
Don't fight the flows - China assets in demand from foreign investors

1184 days ago

Why higher debt is a road to ruin for EMs (and how DMs get away with it)

We all know higher levels of debt increases solvency risk - and should lead to higher interest rates - that's a truth that developed markets can dodge because of QE - but emerging markets cannot 

#Bonds
Why higher debt is a road to ruin for EMs (and how DMs get away with it)

1184 days ago

10 yr US Yield curve shows sign of recovery

Hope in a brighter future pushes up the yield curve, the premium for a future time. Bond prices fall as yields rise.

#Bonds #Macro
YIELD CURVE UP

1186 days ago

Negative-yielding debt vs. G-bond yields across developed markets

The US have $17 trillion worth of negative-yielding bonds (which grew from a mere $7 trillion in 2019). at the same time, government bond yields of developed market have not ceased to go down since 1990. The question is: are we facing a bubble or not? 

#Bonds #Macro
negative bond yields
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