yield curve

5 min read 2022-04-05 13:15:27

Europe petrochemicals demand weakness may have bigger impact than any production cuts

By John Richardson SOME ECONOMISTS MIGHT need to get out a little more rather than spend time poring over data, such as the recent inversion of the

7 min read 2021-12-04 08:03:46

This wasn’t meant to be a running tally. In fact, that was my major point in yesterday’s curve inversion missive; the thing inverted, it stayed

4 min read 2021-12-03 07:48:44

So, the eurodollar curve has inverted. Bad news. Now what? While this is a major milestone in the monetary system’s decidedly anti-inflation/growth

10 min read 2021-12-02 06:24:35

Stop me if you’ve heard this before: dollar up for reasons no one can explain; yield curve flattening dramatically resisting the BOND ROUT!!!

8 min read 2021-12-01 05:25:17

Flatter. The yield curve continues to shrink in the important middle calendar spaces where growth and inflation expectations run the place.

5 min read 2021-11-30 07:47:01

This sour/soar stuff goes back many years. The last time we went through the same hysteria (if for different reasons), everyone said the global

1 min read 2021-11-24 07:22:50

When Japan’s Ministry of Trade, Economy, and Industry (METI) reported earlier in November that Japanese Industrial Production (IP) had plunged

1 min read 2021-11-23 07:49:26

Where is the “tantrum?” If there is one, to this point it has been historically minor changes limited to the shorter end of the yield curve

1 min read 2021-11-20 00:43:50

At first, it was taken as a sign of relief, of strength and the return of good fortune. So many massive ships each overloaded with containers stacked

1 min read 2021-11-13 08:05:32

Picking up where we left off from our review of the first series of landmines, including the big one at the end of 2008, the world has been rocked by

1 min read 2021-11-13 04:54:01

For the first time since last December, the level of Job Openings (JO) pictured by the BLS’s JOLTS survey declined. End of the line for the

1 min read 2021-11-11 07:57:58

We already covered the yield curve’s reaction given today’s whopping consumer price levels. How about strictly inflation expectations in the

1 min read 2021-11-11 05:45:15

The BLS said today its Consumer Price Index rose by 6.2% in October 2021 when compared to October 2020. This was the largest annual increase since

1 min read 2021-11-09 07:59:28

Have hedge funds acted rashly, perhaps stupidly? There is a segment of the population media that very much wants people to think so. According to

1 min read 2021-11-06 07:00:19

Jay Powell and his group have been talking taper for months. The build up has been excruciating to some, if only because this central banker