Market commentary

Carry Me Home

View from the Bond Market, by Chris Iggo, CIO Fixed Income, AXA Investment Managers Global easing Cyclical adjustment? Rates bottomed? Global bond opportunities Upside for yields limited Modest risk-on bias This sporting life The market is trading like it believes the mid-cycle correction story...
Glued to the train wreck in motion

Blain's Morning Porridge Do we really care that former UK Prime Minister David Cameron thinks he could be friends with Michael Gove again? No. We don't. We are glued to the train-wreck-in-motion the discredited former prime minister's claims about the UK monarchy are doing to his sullied reputation....
Why did the Fed ease?

Last night's Fed decision was anything but unanimous with ten of the 17 members dissenting – views ranging from no cut to a larger ease. Powell described a "solid outlook" for the US economy but warned of "weakness in global growth and trade policy". On balance, it looks...
There is no equilibrium

Blain's Morning Porridge "There is no equilibrium, we invest into unstable constantly changing markets. " Why so calm? Even as the Fed meeting pondered raising rates by a smidge, it had to intervene to pump money into the short-term US financial system for the first time since the 2008...
Fetch the map

The secret is timing

Summer's Gone


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