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 ...
Stimulus, Inflation, Stocks and Gold: What's Ahead?
January 16th, 2021 at 4:27 pm +07Stimulus, Inflation, Stocks Gold:What's Ahead?A $900 billion stimulus bill was passed by Congress in December. President-elect Biden has just proposed a new $1.9 trillion Covid relief package. Moreover, with the Democrats soon to be in charge of Cong ...
Credit: A Year Like No Other
January 2nd, 2021 at 1:14 pm +07Credit:A Year Like No OtherThe latest Macro Watch video looks at some of the extraordinary developments in US credit and wealth during the first three quarters of 2020. It also considers what these developments have to teach us about how the outcome ...