122 insights found
A token price
Part of the crypto finance infrastructure went public this week by issuing traditional equity on a traditional exchange to raise traditional dollars.
The vaccination roll-out appears to be providing some breathing space for markets and society as a whole in countries that have been able to achieve a fairly high level of coverage.
Stronger, faster, louder
Equities are outperforming bonds, yields are rising, and the US curve is super-steepening.
After anticipating economic recovery (it’s coming) markets are now trying to front-run the next phase of the cycle. In doing so they have priced in higher inflation and are testing the timing of the ...
Growth is expected to surge in the months ahead. Nominal GDP will be stronger than seen for years.
Risk, return, repeat
Fiscal dominance is a reality and markets are reacting to that. It doesn’t necessarily mean inflation, it doesn’t necessarily mean crowding out private borrowers.
Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.
Chips with everything
What happens to long-term yields is hugely important to fixed income investors, asset-liability managers and asset valuations in general.
Sol y Viento
Oil prices have risen significantly over the last year but only after collapsing in the first quarter of 2020.