Tag Archives: sovereign bonds

The Fed wants you to believe in it

Caught in the middle of the Brexit saga, European investors can be forgiven if they glossed over a speech by Fed Chairman Jerome Powell that could turn out to be the starting point of a very risky period for the global economy.

It’s no secret that President Donald Trump would want the Fed to cut interest rates and debase the dollar. Earlier this year, he called the Fed “crazy” and Powell himself, “clueless.”

Of course, Powell did not immediately show that these repeated attacks influenced his policy. However, in a speech he gave last week he reiterated his fondness for a very risky idea on how to ease monetary policy even further.

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Contrarian ‘buy’ signal is triggered again

Uncertainty about the outcome of the Brexit negotiations has hit new highs, President Trump seems determined to scare the markets witless with his threats of escalating the trade war, debt problems in China are accelerating – the perfect background for a contrarian ‘buy’ signal.

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‘Buy’ signal triggered by extreme bearishness

It finally happened: investors are so bearish that a contrarian “buy” signal has been triggered. The Bull and Bear indicator developed by researchers at Bank of America Merrill Lynch is finally indicating Buy, one year after climbing so high that it triggered a Sell signal.

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Why the bonds selloff? Central banks have lost it

There’s no easy way to put this: the central banks are like the naked emperor in the well-known story. And the only solution that could save us from the next recession is so politically sensitive that it will not be put into practice.

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European equities’ tantrum is temporary: strategist

Investors in European equities have had a great time since the European Central Bank (ECB) made a U-turn on money-printing and joined the global currency war, but that has changed recently and many investors wonder if the change is more than a temporary setback.

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