STPP News and Press, Barclays Bank PLC ZC SP ILN REDEEM 13/08/2020 USD 50 - Ser A From 06/20/19

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Originally Published on June 4, 2019 David Beckworth : Our guest today is Mike Bird. Mike is a Hong Kong based reporter for the Wall Street Journal covering financial markets across Asia. He previously worked in the Journal's London Bureau. Mike is also a previous guest of the show and re...

On Tuesday, just after 4:00 AM in New York, Mario Draghi delivered a series of remarks at the ECB's annual forum in Sintra, Portugal, that sent bond yields and the euro tumbling. If you want to hear it directly from Draghi, you can watch the video here . Draghi's comments were, to a certain...

When the market falls in the trap of wishful thinking History warns us about not confusing what is true versus what we wish to be true , as Ray Dalio identified in his book Principles. Yet wishful thinking - the attribution of reality to what one wants to believe - is one of the most co...

We're Worried Because Any change in interest rates, in either direction, is the major macroeconomic factor we're worried about as investors. It's the great unknown in the current economy, which way are central banks going to jump? As long as we don't see inflation coming then we can assume t...

"The perfect storm" has become a cliché, but the current setup for a 2019 recession just became so text-book perfect in alignment of the three most critical recessionary forces that I have to use it. Let me start by noting that a stock market that rallies because the news is bad - as ha...

By Kevin Flanagan, Head of Fixed Income Strategy To watch the money and bond markets of late, there is one development that stands out quite clearly: the Federal Reserve (Fed) has to cut interest rates. In fact, from the markets' perspective, trade uncertainty plus economic weakness equals...

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Good news on the monetary policy front. The Fed has been signaling a willingness to ease, and currently, futures markets are predicting a 25 basis-point rate deduction in July (with some probability even of a 50 bp deduction!). Initially, this brought the yield curve down out to several year...

Treasury bond volatility is picking up. That’s a big red flag for the credit market – and yet another sign that the U.S. economic cycle is slowing. Hedgeye CEO Keith McCullough and Macro analyst Darius Dale explain in the clip above how a rise in bond market volatility ...