ANALYSIS

U.S. long bond demand raises prospect of whole curve yielding below 1%

U.S. long bond demand raises prospect of whole curve yielding below 1%

Published 03/08/2020

BOSTON/CHICAGO, August 3 (Reuters) - A decline in U.S. Treasury yields over recent weeks has investors eyeing the approach of an unusual phenomenon - the [more…]

Economic pitfalls risk cooling Egypt’s hot money inflows

Economic pitfalls risk cooling Egypt’s hot money inflows

Published 27/07/2020

CAIRO/LONDON/DUBAI (Reuters) - The threat of conflict in Libya, water security worries and a flatlining tourist sector risk upending a nascent rally in Egyptian bonds, [more…]

Cresting ‘first wave’ of stimulus may be next hurdle for world markets

Cresting ‘first wave’ of stimulus may be next hurdle for world markets

Published 16/07/2020

LONDON (Reuters) - A growth spurt in the balance sheets of the world’s biggest central banks has crested in recent weeks, drawing warnings from investors [more…]

Top-performing U.S. equity funds this year are betting on a transformed world

Top-performing U.S. equity funds this year are betting on a transformed world

Published 02/07/2020

NEW YORK (Reuters) - U.S. equity funds that were able to best weather the global economic upheaval from the coronavirus pandemic this year are turning [more…]

Fed’s offered flood of credit so far just a trickle in practice

Fed’s offered flood of credit so far just a trickle in practice

Published 30/06/2020

(Reuters) - The Federal Reserve’s promise in the early days of the coronavirus pandemic to flood the U.S. economy with trillions of dollars seemed like [more…]

Changing of guard at top German court signals de-escalation for ECB

Changing of guard at top German court signals de-escalation for ECB

Published 22/06/2020

BERLIN (Reuters) - Changes to the composition of Germany’s top court are likely to make it less confrontational towards the European Central Bank following a [more…]

Prepping portfolios for next market storm? Not just gold and govvies

Prepping portfolios for next market storm? Not just gold and govvies

Published 09/06/2020

LONDON (Reuters) - G7 government bonds? Check. Gold? Check. But that may not be enough as the coronavirus crisis accelerates a hunt for a wider [more…]

A crisis that has blunted the euro’s global profile

A crisis that has blunted the euro’s global profile

Published 21/05/2020

LONDON (Reuters) - The coronavirus crisis may have dealt a lethal blow to the idea that the euro could one day replace the dollar as [more…]

Amid rising talk of negative rates, policies in Japan, Europe get subtle tweaks

Amid rising talk of negative rates, policies in Japan, Europe get subtle tweaks

Published 19/05/2020

TOKYO/FRANKFURT/WASHINGTON (Reuters) - After years of applying plenty of stick to commercial lenders unhappy with negative interest rate policies, central bankers in the euro zone [more…]

Once taboo, investors begin to imagine negative U.S. rates

Once taboo, investors begin to imagine negative U.S. rates

Published 12/05/2020

NEW YORK/SINGAPORE (Reuters) - Negative interest rates in the United States were once unimaginable. The coronavirus has changed that. While the Federal Reserve has all [more…]