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Weekly Market Update – 17.04.2019
Bond Markets Weekly 17.04.2019 Key takeaways from the Cbonds EM bonds conference in Hong Kong Blackfort Capital was invited to participate at the Cbonds EM bond conference in Hong Kong. One key question was if the actual credit cycle will continue or not. If we just look at the actual levels of the OAS corporate high…
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Weekly Market Update – 04.04.2019
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Weekly Market Update – 28.03.2019
Bond Markets Weekly 28.03.2019 Inverted US yield curve: Negative 10-year Government yield in EURO, JPY and CHF After the German council of economic experts has cut their GDP forecast by 50% the market got surprised by very weak industrial PMI data for Germany and the Eurozone. The 10-year bund yield dropped below 0%. The 10 –year…
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Weekly Market Update – 20.03.2019
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Weekly Market Update – 14.03.2019
Bond Markets Weekly 14.03.2019 US treasury yield dropped sharply during the 2nd UK-Brexit debate in London A drop of the US 10-year treasury yield of more than 7 basis points during one trading day is very unusual. There were two events during this mini bond rally: Theresa May’s BREXIT defeat and softer US CPI data. Both might…
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Weekly Market Update – 15.02.2019
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Weekly Market Update – 07.02.2019
Weekly Market Update – 07.02.2019 US ban on Venezuela’s oil export and OPEC production cut let crude oil rise The Trump administration puts a ban on oil exports from Venezuela into US and a ban on oil processing product exports from US companies to Venezuela. This partially explains the rise in WTI and Brent crude oil. The…
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Weekly Market Update – 30.01.2019
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Weekly Market Update – 24.01.2019
Weekly Market Update – 24.01.2019 Global slowdown but Latin America should recover in 2019 and 2020 Before the opening of the WEF the IMF used to global platform to update its global growth outlook. It is the 2nd time in three months that the global growth forecast was reduced by 0.2%. Globally GDP is expected to grow…