CAPITAL MARKETS
Recent Posts
A note on demographics and some potential impact of future equity markets
Here is a piece from David Ader who now submits to Bloomberg and Barron’s I have known David for many years, and he had a steady bullish lean on Bonds. It is telling that his views are more flexible these days. It is a thought provoking insight, useful for institutional money managers and for personal investors. Get Ready For Deeper, Longer Bear Markets in Stocks: David Ader (2018-04-11 15:30:12.353 GMT) By David Ader (Bloomberg Prophets) When I started out [...]
The Flattening of the yield curve, why and what does it really mean? A trader’s perspective.
You have been hearing about the yield curve and there has been chatter about policy makers’ viewpoints on the flatter yield curve. In the coming weeks, I will focus on this topic, digging into the drivers, attributes and perceptions. It is a remarkable occurrence and characteristic of the bond market.
Revisions in Trade typically modify currency values, Keep an eye on China, and the big picture.
China’s responses to potential trade restrictions will be well thought out, strategic, and aimed at winning a useful advantage. There is a tendency for currency values to neutralize sanctions or restrictions in a trade battle. Keeping an eye on China’s game plan is going to be essential in the years ahead. Here is a good link, focusing on China and the EU. The subject starts with the article below, and this link connects to a series of items for further [...]
Tom Kutzen on Volatility
Tom Kutzen, of TKSmartworth, provides information and insights on the topic of Volatility, as it relates to Capital Markets. Tom Kutzen has more than thirty years experience in the financial markets working across many markets working with all types of participant investors and many luminaries of the financial world.