[embedded content] [embedded content] You Might Also Like SNB Sight Deposits: Inflation is there, CHF must Rise 2021-07-19 Sight Deposits have risen by +0.2 bn CHF, this means that the SNB is intervening and buying Euros and Dollars. Weekly Market Pulse: As Clear As Mud 2021-07-19 Is there anyone left out there who doesn’t know the rate of economic growth is slowing? The 10 year Treasury yield has fallen 45 basis points since peaking in mid-March. 10 year TIPS yields have fallen by the same amount and now reside below -1% again. Copper prices peaked a little later (early May), fell 16% at the recent low and are still down nearly 12% from the highs.
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SNB Sight Deposits: Inflation is there, CHF must Rise
2021-07-19
Sight Deposits have risen by +0.2 bn CHF, this means that the SNB is intervening and buying Euros and Dollars.
Weekly Market Pulse: As Clear As Mud
2021-07-19
Is there anyone left out there who doesn’t know the rate of economic growth is slowing? The 10 year Treasury yield has fallen 45 basis points since peaking in mid-March. 10 year TIPS yields have fallen by the same amount and now reside below -1% again. Copper prices peaked a little later (early May), fell 16% at the recent low and are still down nearly 12% from the highs.
Weekly Market Pulse: Is It Time To Panic Yet?
2021-07-12
Until last week you hadn’t heard much about the bond market rally. I told you we were probably near a rally way back in early April when the 10 year was yielding around 1.7%. And I told you in mid-April that the 10 year yield could fall all the way back to the 1.2 to 1.3% range.
Weekly Market Pulse (VIDEO)
2021-06-22
Weekly Market Pulse on June 21, where we look at significant things from last week’s events with Joe Calhoun.
Weekly Market Pulse: The Market Did What??!!
2021-04-19
One of the most common complaints I hear about the markets is that they are “divorced from reality”, that they aren’t acting as the current economic data would seem to dictate. I’ve been in this business for 30 years and I think I first heard that in year one. Or maybe even before I decided to lose my mind and start managing other people’s money. Because, of course, it has always been this way.
Weekly Market Pulse: Nothing To See Here. No, Really. Nothing.
2021-04-12
The answer to the question, “What should I do to my portfolio today (this week, this month)? is almost always nothing. Humans, and especially portfolio managers, have a hard time believing that doing nothing is the right response….to anything…or nothing. We are programmed to believe that success comes from doing things, not not doing things.
Weekly Market Pulse: Buy The Rumor, Sell The News
2021-04-05
There’s an old saying on Wall Street that one should “buy the rumor, sell the news”, a pithy way to express the efficient market theorem. By the time an event arrives, whatever it may be, the market will have fully digested the news and incorporated it into current prices. And then the market will move on to anticipating the next event, large or small. What prompts this review of Wall Street folk wisdom is the most recent employment report.
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