Insights - 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.
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Bonds are saying the market needs a new catalyst

15 Jun 2021 - Konstantinos Venetis

The second quarter of 2021 is set to mark the peak in quarterly GDP growth for most of the major economies, which will give way to a still solid but slower pace of expansion as the transition from an early to a.

#Federal Reserve #Inflation #Bond markets #Recovery

Mid-cycle transition means no more low-hanging fruit

11 May 2021 - Konstantinos Venetis

This economic cycle has matured very quickly, courtesy of a strong policy response and the speedy arrival of effective vaccines against Covid-19. Indeed, this has felt more like a bounce-back from a natural disaster.

#Federal Reserve #Inflation #Bond markets

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

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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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