Blogs - bond markets

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TS Lombard has a 30 year track record of bold and incisive analysis of Economics, Politics and Markets. This brief video explains how and why our research is unique.

The Equity Market is now in charge

09 Nov 2020 - Steven Blitz

Biden won, Trump lost, but lots of Republicans also won, and the October employment data help explain why – the population does not see the economy in crisis. The ongoing recovery in the labour market (906,000 private.

#Federal Reserve #Monetary Policy #Equities #Bond markets #US Economy #US Election

Perma-frosts and fiery endgames

06 Nov 2020 - Dario Perkins

The bond-equity correlation has gone mainstream in 2020, thanks in part to what happened in March when yields spiked even as equities crumbled (i.e. there was a POSITIVE correlation in returns). While this was.

#Central Banks #Equities #Bond markets

World Trade momentum

06 Oct 2020 - Konstantinos Venetis

Macro momentum is easing but remains positive. Our Global Leading Indicator remains consistent with improving macro momentum, in line with the message from other widely followed high-frequency series like the OECD.

#Equities #China #Bond markets #Commodities #USD

COVID-19 and secular stagnation - the next business cycle

16 Jun 2020 - Dario Perkins

COVID-19 has resolved our most popular client question of the last five years – “when will this cycle end?’ Even as the number of infections slows and the lockdowns end, most economies will reopen to a serious global.

#Federal Reserve #Monetary Policy #Equities #Bond markets #Covid19

The Folly Of Inflation Targets

31 Oct 2019 - Charles Dumas

As part of our Global Fractures series, Charles Dumas, our Chief Economist, and Steven Blitz, our Chief US Economist, explain why monetary policy has failed to generate the desired levels of inflation. Inflation targets.

#Central Banks #Federal Reserve #Global Fractures #Monetary Policy #Trade War #European Central Bank #Inflation #Interest Rates #Eurozone #Bond markets #Fiscal Policy

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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