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King Canute and the Bond Market
King Canute and the Bond MarketInvestment Conclusion The US Treasury is increasing purchases of long-term Treasuries. The stated objective is to improve liquidity. Nobody is fooled. The aim is to control and lower long term US Treasury yields. The policy is ill advised. It won’t …
US "Exceptionalism" and the USD - the drivers.
How US "Exceptionalism", and the bull market in the US$ and US equities are linked. Since just before the invasion of Ukraine in 2022, foreigners' holdings of US financial assets has risen from US$ 20 trn. to US$ 30 trn. Of this increase 10% was down to increased holding by …
ECB Update
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
ECB Dream Ticket
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.