The new Taper Tantrum – H2 outlook 2020
The first half of this year saw one of the fastest and most aggressive market corrections in history, as Covid-19 spread around the globe. Just as unprecedented was the speed and extent of the...
View ArticleQE goes global: the case of Indonesia
The COVID-19-induced slowdown of the past few months has been different from past crises for a number of reasons. One of the most significant differences has been the greater ability of emerging...
View ArticleTwo big questions: recession and inflation – part 2
https://bondvigilantes.com/wp-content/uploads/2022/09/6-two-big-questions-part-one-1024x576.png Following on from the recession blog we said we would discuss inflation: this is the big difference in...
View ArticleEM vs DM convergence: the battle of the low yielders
https://bondvigilantes.com/wp-content/uploads/2022/12/1-Investment-grade-emerging-market-spreads-have-been-resilient-in-2022-1024x576.png 2022 has been a notoriously bad year for government bonds...
View ArticleHousing market timebomb – is Sweden just the start?
https://bondvigilantes.com/wp-content/uploads/2023/01/1-housing-market-timebomb-is-sweden-just-the-start-1024x576.png Housing market woes became a hot topic in 2022, with interest-rate hikes meant to...
View ArticleThe return of the King: Cash makes a comeback
https://bondvigilantes.com/wp-content/uploads/2023/03/1-the-return-of-the-king-cash-makes-a-comeback-1024x576.png For a long time, it has made no sense to keep money under your mattress or invested in...
View ArticleTokyo Takeaways – Macro FMs in Japan
https://bondvigilantes.com/wp-content/uploads/2023/05/4-tokyo-takeaways-macro-fms-in-japan-1024x576.png Jim and I have recently come back from a fascinating trip to Tokyo, meeting multiple economists,...
View ArticleOne for the road. Has the ECB just delivered its final rate hike of the cycle?
https://bondvigilantes.com/wp-content/uploads/2023/09/this-decision--1024x576.jpg Against the backdrop of stubbornly high – albeit receding – European inflation, the ECB’s Governing Council decided...
View ArticleAnticipating the ECB’s next steps in greening the CSPP
https://bondvigilantes.com/wp-content/uploads/2023/10/eurosystemss-framework--1024x576.jpg As outlined in a recent blog, bond investors have likely witnessed the final hike by the European Central Bank...
View ArticleTokyo Drift(ing away) – the BOJ’s struggle to bring flows home
https://bondvigilantes.com/wp-content/uploads/2023/11/1-tokyo-drifting-away-the-bojs-struggle-to-bring-flows-home-1024x576.png There has been endless talk about the Bank of Japan’s (BOJ) brutally slow...
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