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Tag Archives: bonds

Great Graphic: Stocks and Bonds

Summary: The relationship between the change in Us 10-year yields and the change in the S&P 500 has broken down. The 60-day correlation is negative for the first time since late Q2 2015. It is only the third such period of inverse correlation since the start of 2015. As market participants, we are sensitive to changing inter-market relationships. This Great Graphic, from Bloomberg shows the correlation...

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FX Weekly Preview: Capital Markets in the Week Ahead

Summary: Global bonds and global stocks ended last week on a weak note and this will likely carry into this week’s activity. The Bank of England meets, but the data may be more important. Oil and commodity prices more generally look vulnerable, and this coupled with higher yields sapped the Australian ad Canadian dollar in the second half of last week. The week ahead will likely be shaped by a combination of...

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Rocky Ratings in China

Around the world, central banks continue to cut interest rates and buy bonds to stimulate their sluggish economies. China is no exception to the monetary policy trend, with the People’s Bank of China cutting rates seven times since late 2014. But here’s the twist: Whereas for most corporates, borrowing costs have been falling in lockstep with central bank moves, a recent spike in defaults has left investors in Chinese corporate bonds on edge. At a time when the cost of money has...

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The Brexit Effect: What’s Next for Markets

To say that the Brexit vote on June 23 took financial markets by surprise would be an understatement. The pound, British stocks, and Gilt yields had all risen sharply in the week leading up to the vote, only to crash once the results started coming in. Broadly speaking, strategists on Credit Suisse’s Global Markets and Investment Solutions and Products (IS&P) teams expect markets to remain volatile in the coming days and for investors to prefer safe assets to risky ones. Below, we...

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The Big Central Bank Split

What central banks do – and how their policies diverge from one another – will continue to drive financial markets in 2016, impacting fixed income markets and creating opportunities for equity investors in places where policy is easing, according to the 2016 Investment Outlook from Credit Suisse’s Private Bank. The Federal Reserve seems almost certain to raise interest rates for the first time since 2006 in December – and, Credit Suisse believes it will raise them three more times in 2016....

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