Subject: Will Bond Yields Spike and Crush The Markets?
Will Bond Yields Spike and Crush The Markets?
February 28th, 2021 at 6:39 pm +07Will Bond Yields Spikeand Crush The Markets? A rout in the bond market last week sent government bond yields sharply higher and the price of a broad range of speculative assets painfully lower. For instance, Tesla lost nearly 12%. Even the price of G ...
Inflation Won't Force The Fed To Tighten in 2021
February 20th, 2021 at 1:45 pm +07Inflation Won't Force The Fed To Tighten in 2021Monetary Policy in the United States is extraordinarily loose. The Federal Funds Rate is very close to 0% and the Fed is creating $120 billion a month through Quantitative Easing. This extremely loose M ...
What's Driving Tech Stocks: Liquidity, Fundamentals or Both?
February 7th, 2021 at 12:18 pm +07What's Driving Tech Stocks: Liquidity, Fundamentals or Both?Two years ago, Macro Watch made a three-part series on the six largest US Tech Giants, ranked by the size of their spending on Research and Development: Amazon, Alphabet, Intel, Microsoft, A ...