Blogs - yield curve

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Credit Risk

20 Dec 2019 - Dario Perkins

Back in 2018, we warned about what we called the ‘Buy-side Bubble’. To the extent we could identify vulnerabilities in global markets, the clearest danger involved a powerful search for yield. Investors had naturally.

#Equities #Yield curve #Dario Perkins #Stimulus #bbb bulge #global economy #capital markets #buy side bubble

Equities vs Bonds

20 Jun 2019 - Dario Perkins

Dario Perkins digs deep into the reasons why bond markets are better indicators of forthcoming recessions than equities.  Not only is the global economic outlook becoming more uncertain, but bonds and equities appear to.

#Bond yields #Interest Rates #Equities #Recession #Bond markets #Yield curve #Dario Perkins #Bonds

Will a Fed pause work?

05 Dec 2018 - Steven Blitz

    2s/5s yield curve inverts: market voting the Fed eases in 2020 Curve compression has occurred before. FOMC reaction is critical Turn or transition for the economy? We still think transition  The Fed has been here.

#Federal Reserve #Interest Rates #FOMC #Jerome Powell #US Economy #Yield curve #Steven Blitz

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