Bonds In Conversation : Don't Know The Way In A Slow Race
Friend got into a taxi at Kheam Hock Road and asked to go to Gleneagles Hospital and the cabbie did not know the way. Up from my vantage point at the top of… Continue reading
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Bonds In Conversation : A February To Remember
Profiting from confusion. Markets are back in all the shunned assets this week starting with oil, the EUR dollar and junk bonds. Check out the best performing assets in Jan 2015. (Source :… Continue reading
No Central Bank Left Behind – Singapore MAS's Surprise MPS
MAS joins in the fray ! and the SNB, ECB and FED fireworks !! No Central Bank will be left behind. http://washpost.bloomberg.com/Story?docId=1376-NIV2006KLVRL01-2EOEJQDAO9HDI647QA393MRC4G Link to statement : http://www.mas.gov.sg/news-and-publications/speeches-and-monetary-policy-statements/2015/monetary-policy-statement-28jan15.aspx#.VMgpmo9-Bmg.facebook For the record, this is not… Continue reading
Bonds In Conversation : Too Many QEs' Spoil The Broth
It is the usual drill for another bazooka of a QE, this time out of the ECB. And the market got it so well figured that all the bonds are yielding nothing. And… Continue reading
Bonds In Conversation : Mad Men, Rich Men, Poor Men
I am peeved off because the entire document which I had painstakingly typed for the weekly has been wiped out and there is no way to retrieve it. This is a brief rehash… Continue reading
2015 Outlook : A Bittersweet Symphony
The following message has been going around. Upon investigation, I found that it is untrue. It is not 1997 with the same dates mentioned above, it is 1998 – the year of the… Continue reading
Bonds In Conversation : Guerrilla Warfare
Heavy week in the bond markets with fates hanging on the US NFP tonight after a mostly undecipherable FOMC minutes on Thursday morning. Some major bonds have missed payments in the first week… Continue reading
Bonds In Conversation : Herald The First Default
What a way to start a new year, with our first default headline out of Kaisa Group over a small loan of $51.6 mio after the resignation of their chairman. (Bloomberg) — Bonds… Continue reading
2015 EM Outlook : The Rising Boats In The Ebbing Tide
The year is not ending on a high note for the MSCI EM Index despite hitting a 3 year high sometime in the 3rd quarter. We are closing the year lower than… Continue reading
Ad Hoc Commentary – 2015 Outlook: destroying Europe and another bank bailout?
Our outlook for 2014 can be found here: https://tradehaven.net/market/ad-hoc-commentary-2014-outlook-the-rise-of-russia/ As expected, equities did well, commodities did badly, and USD did well. However, bonds did not sell off as much as yours truly expected… Continue reading