DTYS News and Press, Barclays Bank PLC ZC SP REDEEM 13/08/2020 USD 50 - Ser A 06740L451 From 07/09/19

Editor's note: Originally published at tsi-blog.com on July 28, 2019. [This post is an excerpt from a recent TSI commentary] Gold tends to perform well relative to commodities in general when inflation expectations are falling. The evidence is presented below in chart form. The fir...

(Source: artnetnews , caption and editing by the Author) Events in the current story of the “ Caravaggio Code ” have taken an interesting twist lately. Some readers will remember how the sad demise of Chairman Powell was conflated with this unfolding global mystery tal...

We see challenging crosscurrents ahead. Macro uncertainty is rising amid geopolitical frictions, and asset prices are up. Yet, monetary policy has pivoted toward easing, and many risk asset valuations still look reasonable. This leads us to lower our growth outlook and become modestly more def...

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At present in the bond ( TLT ) and gold ( UGLD ) markets is an artificial rally brought on by a lack of treasuries going on. The lack of treasuries, which are the key tier 1 asset, for banks collateralizing loans and passing Fed stress tests, is causing their value to rise. Gold is getting a f...

Some naysayers who insist on cursing the thorn instead of being inspired by the beauty of a rose find something or other to fret about in the June employment report that easily exceeded expected job growth and was the best since January. It succeeded in doing what several regional Fed presid...

The steady rise in interest rates of instruments such as U.S. Treasuries, that are typically used as collateral for insurance-linked securities ((ILS)) and collateralized reinsurance investments, have now served to boost returns for ILS investors in 2019. U.S. Treasuries have seen their inte...

It used to be that the central banks were part of the markets, all of the markets. It used to be the consensus viewpoint that they had a large influence on the short end of the Yield Curve but not on the long end of the Yield Curve. It used to be, as exemplified by the "Bond Vigilantes," that ...

The Fed's semiannual Monetary Report was released Friday and really offered all the ammunition the Fed needs to begin lowering rates this month. The Fed is concerned that uncertainty over trade has constrained business spending and caused a slowdown in manufacturing. The Fed cautioned that gro...

Rates have continued to dip. Forward markets have already moved much of the way back toward zero. This has been somewhat surprising to me. I expected the Fed to maintain the fed funds rate at a plateau level, as they did in the last two cyclical reversals. But they are almost certain to start ...