IGOV News and Press, iShares S&P/Citigroup International Treasury Bond From 06/06/19

In case you missed it, the rate cuts have already started. They actually began last year among the major economies in India. If we are counting only DM countries, then Australia and New Zealand are first out of the gate; the latter smaller country beating the larger former by around a month. I...

By Gerhardt (Gary) P. Herbert, CFA, Portfolio Manager and Head of Global Credit, and Reina Berlien As global bond investors, analyzing economic indicators is like second nature to us. However, political risk has become a prevalent factor in both local and hard currency sovereign bond valua...

By Jeffrey Kleintop Over the past 30 years, stock markets around the world have rallied after the Federal Reserve (Fed) hiked interest rates for the last time in the economic cycle. The rallies have varied in length and strength, but eventually break down as the late cycle environment enco...

Every breath you take Every move you make Every bond you break Every step you take I'll be watching you - The Police Imagine it, money made from nothing except a keystroke, a wand waved by an "independent" central banker, a computer is some small room where some clerk hits the ...

By Francis A. Scotland, Director of Global Macro Research "...don't think rates will rise…maybe never again in my lifetime." - Larry Kudlow, Director of the National Economic Council during an interview on April 11, 2019 White House National Economic Council Director Larry Kud...

Editor's note: Originally published at tsi-blog.com on May 14, 2019. [This blog post is an excerpt from a recent TSI commentary] Here is our monthly update on what's happening on the monetary inflation front in a few different regions/countries. The G2 (US plus euro-zone) monetary ...

By Douglas J. Peebles Risk assets have bounced back this year after a dreadful finish in 2018, with a big assist from the US central bank. But are markets overlooking the potential for problems down the road? A lot seems to be going right in 2019. Policy stimulus appears to have preempte...

In recent years we have witnessed more central banks and government intervention in markets. This strengthens the argument that true price discovery has been distorted. In many ways, government entities investing in or buying stock, are transferring part of industry or commerce from the privat...

The dollar holds a special place in the world currency market. Following Friday's strong job report, it is surprising we are not hearing anyone talking about raising interest rates or how this may be inflationary. Instead, the focus has been steered in the direction of how we have obtained a "...

Paying someone in order to lend them money seems kind of pointless. Yet, the practice of stashing wealth in places where it yields nothing (and maybe even costs a bit for storage) is more common than you might think. Chinese, Russians, and Brazilians, for instance, buy US and Canadian condos...