STPP News and Press, Barclays Bank PLC ZC SP ILN REDEEM 13/08/2020 USD 50 - Ser A From 05/16/19

In the past few years, I wrote a lot about the unprecedented credit crisis I foresee. I call it “The Great Reset.” I have to add, it isn’t what I think the future should look like or what I want to see. But almost the entire developed world has painted itself into a...

The Fed has made clear it's sitting on its hands for now, but yields at the long end of the curve continue to plunge. The 10-year Treasury is down another four basis points this morning to 2.37% - investors can earn a couple of ticks more investing in 90-day bills. More news on: iShares ...

Last year saw something exceedingly rare. For a period of 9 months there were exclusively rate hikes by the major central banks we monitor. But this period of tightening is turning, and now rate cuts are beginning to dominate again. If this was an important chart last year, you better believe ...

Treasury yields are likely at a temporary sticking point, waiting for the next catalyst to move yields materially in either direction. When I talk about yields being at an important level, it should not be confused with technical analysis. I don't use technical analysis in my approach. The ec...

We didn't know what we thought we knew. As far as market participants understood it, a Sino-US trade pact was a done deal. Last year's escalations gave way to a steady stream of recycled headlines about "progress" in 2019. Talks are always "constructive", according to Steve Mnuchin. China i...

Sorry, I'm a little slow to this update. The yield curve inversion remains in place. The curve as of Thursday looked very similar to the levels at the end of March and April. This seems to be a trading opportunity. I consider a yield curve to be a signal rather than a cause. During inversion...

Many market commentators and conspiracy theorists are postulating that China might dump its rather significant holdings of US Treasuries as revenge for trade tariffs. The chart below shows the amount of Treasuries held by foreign countries at present. $1.22 Trillion. These Treasuries came ...

This article has an ambitious purpose, namely, to show investors how interconnected different financial sectors are and how they influence other sectors. The stock markets, the Fed, the debt and the dollar are not independent entities that go their own way. They influence each other. The US do...

Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more ...

The disruption this week is connected with the US-China trade talks that is scaring financial markets throughout the world. The yield on the 10-year US Treasury note dropped to 2.45 percent as money poured into the bond market, down from the 2.50 percent close yesterday. This rush to ris...