RT @scottygb: Five years ago today. In hindsight, quite a lot has changed since then. https://t.co/zocOSquN1h
Bond Vigilantes Wed 06 Jan 2021 12:09

RT @bondvigilantes: What are expectations for central banks over the next 3 years? Hikes US +17 bps Switzerland +18 bps Australia +24 bps…
Bond Vigilantes Tue 05 Jan 2021 10:53

RT @djbaskin: Welp, it’s no surprise that BITE—the toothbrush share startup—couldn’t survive this pandemic. I‘ll miss finding all the BITE…
Bond Vigilantes Tue 05 Jan 2021 10:38

RT @ChrisGiles_: The BoE insists QE is all about meeting its inflation target. In a FT survey of investment managers, @TomStub found they…
Bond Vigilantes Tue 05 Jan 2021 09:18

What are expectations for central banks over the next 3 years? Hikes US +17 bps Switzerland +18 bps Australia +24 bps Canada +44 bps Mexico +44 bps Norway +60 bps China +81 bps Brazil +594 bps Unchanged Eurozone Cuts UK -7 bps Japan -8 bps Denmark -21 bps (Bloomberg: MIPR.)
Bond Vigilantes Mon 04 Jan 2021 15:27

UK 2 year gilt yields hit new record lows this morning at -18 bps. Money market futures expecting a Bank of England cut from 0.1% to zero in 2021.
Bond Vigilantes Mon 04 Jan 2021 11:02

RT @zenbuffy: So it turns out more of ye didn't know about the WoW pandemic than did. 56% didn't know. It's honestly a pretty interesting…
Bond Vigilantes Sun 03 Jan 2021 13:26

Whilst 5 and 10 year breakeven inflation rates derived from US TIPS have rallied through December, the 30 year breakeven has been really reluctant to move above 2%. https://t.co/o1WYQLjY27
Bond Vigilantes Thu 24 Dec 2020 10:47

RT @DuncanLamont2: @DuncanWeldon Whenever I read about this I can’t help but think of this chart from recent speech by Michael Saunders. It…
Bond Vigilantes Tue 22 Dec 2020 11:30

RT @bondvigilantes: Long dated US Treasuries have traded back into the range where you can at least argue there might be some value. https…
Bond Vigilantes Fri 18 Dec 2020 09:36

It got to #2 in the UK charts when Tracy Ullman covered it later of course. #kirstymaccoll
Bond Vigilantes Fri 18 Dec 2020 08:51

Happy to look up stuff for any journalists out there.
Bond Vigilantes Mon 14 Dec 2020 12:48

Feeling VERY smug about keeping the family’s Encyclopaedia Britannica. Not just an attractive talking point in the lounge. Who’s laughing now?
Bond Vigilantes Mon 14 Dec 2020 12:48

RT @Exploding_Heads: When a Chelsea fan ordered the most infamous football banner of all time. https://t.co/mhxmvP29Kz
Bond Vigilantes Thu 10 Dec 2020 11:14

RT @ReutersJamie: If anything is going to increase the value of Argentina’s currency, it’s this ?
Bond Vigilantes Tue 08 Dec 2020 14:22

They got there today.
Bond Vigilantes Fri 04 Dec 2020 20:48

RT @armano: The most dystopian thing you’ll see today is this #InfluencerMarketing school in China https://t.co/85jfJfeSG6
Bond Vigilantes Fri 04 Dec 2020 11:48

RT @bondvigilantes: Former French President Valery Giscard d'Estaing died yesterday. It was he who first described the ability to print do…
Bond Vigilantes Fri 04 Dec 2020 07:27

RT @freewheelingfox: Anyone who remembers the lobbying European #highyield investors did to set a "one bond, one vote" precedent after the…
Bond Vigilantes Thu 03 Dec 2020 16:27

US 30 year breakevens are within a whisker of 2%, the Fed's old inflation target. Still below the 2.25%+ that the Fed may be looking for over the next few years as part of it's new Average Inflation Targeting regime. https://t.co/bJlHcjDwCo
Bond Vigilantes Thu 03 Dec 2020 14:12

Sherman McCoy, the bond trader in Bonfire of the Vanities by Tom Wolfe trades Giscard Bonds at Pierce & Pierce for a living, and it's an important bit of of the plot. https://t.co/LNHNTxDqEB
Bond Vigilantes Thu 03 Dec 2020 13:37

The French hated this as it "resulted in an "asymmetric financial system" which supported "American living standards and subsidizing American multinationals".
Bond Vigilantes Thu 03 Dec 2020 13:32

Former French President Valery Giscard d'Estaing died yesterday. It was he who first described the ability to print dollars, convertible to gold, as "America's exorbitant privilege".
Bond Vigilantes Thu 03 Dec 2020 13:32

RT @bondvigilantes: For investment professionals only. COVID-19 and the Chinese renminbi: room for further strength, but near-term upside m…
Bond Vigilantes Thu 03 Dec 2020 09:27

The Deutsche Bank "Currency Snail" still has 3 of the big EM currencies as the most undervalued on their 3 FX models. Yen down there too. US$ moving quickly down towards fair value, as the € moves the other way (still cheap though). Sterling looking dear again. Data 14/11/20. https://t.co/NzqMMj7zBH
Bond Vigilantes Wed 02 Dec 2020 15:41