DTYS News and Press, Barclays Bank PLC ZC SP REDEEM 13/08/2020 USD 50 - Ser A 06740L451 From 05/26/19

Market Review & Update Over the last several weeks, we have been discussing the potential for a market correction simply due to divergences in the technical indicators which suggested near-term market risk outweighed the reward. As is generally the case, bonds have been warning the bulli...

Hate spreads faster than love and fear sells, which helps explain why April's "nascent reflation" narrative is seemingly dead and buried. Thanks in no small part to trade concerns, this week saw the return of the late-March "growth scare" story, as told by bonds, whose "voice" is always pret...

The Treasury market's outlook has turned grim, based on the inverted yield curve of late. Another dimension of the cautious outlook is yesterday's sharp drop in the implied inflation outlook, based on yield spreads for nominal less inflation-indexed Treasury rates. Let's start with the yield...

Right now, the Federal Reserve seems to be doing very well. Because the Federal Reserve seems to be dong very well and seems to be controlling the situation, the value of the US dollar has strengthened this year and shows many signs of moving even higher. The value of the US dollar is an i...

Pushing interest rates below zero is both an act of desperation and something that in theory should have a huge, immediate impact of the behavior of borrowers and savers. The fact that negative rates have become the new normal in big parts of the world but haven't caused the expected behavior ...

The BCI at 257.7 is below last week's upward revised 258.8, and is below the previous high of this business cycle indicated by the BCIp of 89.8. Also, the 6-month smoothed annualized growth BCIg at 14.2 is below last week’s 14.2. Both BCIp and BCIg are not signaling a recession. (BCIp n...

Overview: The deterioration of the investment climate is spurring the sales of stocks and the buying of bonds. The dollar is firm. China and the US appear to be digging as if the trade tensions will remain for some time and the breach is beginning to look too big for Trump and Xi to pull ano...

Editor's note: Seeking Alpha is proud to welcome Hiu Fat Tse as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to the SA PRO archive. Click here to find out more » Yield curve i...

By Gary Alexander Old economic theories and partisan political critics say that President Trump's escalated tariffs will cause soaring inflation going into next year's elections, perhaps causing a recession and hurting his re-election chances. If so, raising tariffs on $300 billion in Chin...

By Liz Ann Sonders Although we've put out short notes to our clients over the past few months about the United States-China trade war and tariffs' impact on the economy, it's been a while since I penned a more comprehensive (read: longer) report. We always do our best to stay out of the mo...