DLBS News and Press, Barclays Bank PLC ZC SP ETN REDEEM 13/08/2020 USD 50 - Ser A 06740L444 From 04/09/19

We are cautious on U.S. Treasuries in the short term after the recent rally. Yet, we still advocate exposure to build portfolio resilience. Scott explains. U.S. Treasury yields dropped sharply in March, breaking out of the tight range they had traded in early this year. Could yields head l...

For the past ten years or so, I have argued that investors in the stock market have placed most of their attention on the behavior of the Federal Reserve System. For much of this time Federal Reserve officials led by Chairman Ben Bernanke overtly focused on the stock market with the intentio...

Revisiting Credit Spreads & Quality Spreads Corporate bond spreads, or the difference in yield between a corporate bond and an equal maturity Treasury bond, measures the relative risk of owning various corporate bonds across the risk spectrum relative to the "risk-free" rate. As...

As the end of March neared, the 3-month Treasury interest rate surpassed the 10-year Treasury interest rate and this resulted in a 3-month/10-year inversion of the yield curve, the first since 2007. This inversion has unwound as the curve has started to steepen with a move higher in the 10-yea...

A Run For The Highs Continues "Fueling the markets are statements from past and present Fed Governors that are not only dovish but discuss a resumption of QE and negative interest rates. Former Fed Chairman, Janet Yellen, recently said the Fed needs more tools to battle a financial ...

Milton Friedman was right about a lot of things. He was wrong about quite a bit, too. The stuff where he erred is what central banks now do in his name. The activist central bank is an outgrowth of monetarism, the academic approach to rethinking the Great Depression after Friedman and Anna Sch...

The purpose of this article is to assess the macro fiscal flows for February 2019 and determine what effect these flows will have on the stock market and the economy. Macro fiscal flows impact investment markets with a lagged effect of typically one month. A flush of funds now from governmen...

Bonds as an investment have been deemed safe by many investors and financial advisors. This has caused many people to forget after their nearly four-decade run that bonds have a very ugly side that can yield great pain. The yield curve inverted last week moving many investors to start the coun...

Outspoken former Fed advisor Danielle DiMartino Booth joined Hedgeye CEO Keith McCullough in a no-punches-pulled conversation about the Federal Reserve during our recent Hedgeye Investing Summit . As she explains in the brief excerpt from the interview below, Fed Chair Jerome Powell qui...

By James T. Tierney, Jr. Transcript One of the most interesting dynamics in the market right now is the fact that inflation is bubbling up. We're seeing it through wage inflation. We're seeing it through transportation costs going up. And we're seeing it through tariffs. Look at t...