RT @TheOTAPShow: If I’m stuck in an avalanche and you send a wolverine to rescue me, I feel like you mighta pranced over a few other viable…
Bond Vigilantes Mon 30 Nov 2020 19:19

RT @RichardPPhilbin: Really interesting to see how businesses are financed.... https://t.co/bfdtuhWeAU
Bond Vigilantes Mon 30 Nov 2020 18:09

Friendship ended with @EdwardQuince. Now @JanetYellen is my new friend.
Bond Vigilantes Mon 30 Nov 2020 15:39

RT @bondvigilantes: 2021 US Treasury 10 year bond consensus yield forecast is 1.20%, 2022 1.53%. https://t.co/bJj8NrVDa9
Bond Vigilantes Sat 28 Nov 2020 21:17

RT @bondvigilantes: Ben Lord's views on this week's announcement that the Retail Prices Index (RPI) UK inflation measure will change, to a…
Bond Vigilantes Sat 28 Nov 2020 07:42

RT @jmackin2: I think that Tesla today passed the total value of German, French, Italian, US, UK, Japan carmakers ex-Toyota - Toyota the bi…
Bond Vigilantes Fri 27 Nov 2020 16:51

2021 US Treasury 10 year bond consensus yield forecast is 1.20%, 2022 1.53%. https://t.co/bJj8NrVDa9
Bond Vigilantes Fri 27 Nov 2020 11:46

RT @AntonSpisak: 1. Key chart: a no-deal/WTO/Australia-style Brexit would delay the point at which econ output regains its pre-virus peak b…
Bond Vigilantes Thu 26 Nov 2020 08:40

Falling temperatures in US will lead to surge in Covid, despite better recent numbers o/a warm spell around election week. Add Thanksgiving socialising to the mix and harsh US lockdown measures likely - @GoldmanSachs is bearish on risk assets. https://t.co/a9l1f9Ho6Y
Bond Vigilantes Thu 26 Nov 2020 08:35

RT @resfoundation: The Covid crisis is on track to reduce average pay packets by £1,200 a year by 2025 compared to pre-pandemic forecasts a…
Bond Vigilantes Thu 26 Nov 2020 07:55

Duolingo seems to be down. This could be the excuse I need to break the 189 day streak that has become a millstone around my neck. Die Enten fressen eine Erdbeere.
Bond Vigilantes Wed 25 Nov 2020 16:39

Finally, any journalist or sell-side analyst who uses the headline "RIP RPI" needs to put £10 in the swear box please.
Bond Vigilantes Wed 25 Nov 2020 09:39

So the expectation is that investors in RPI linked contracts will be worse off if RPI is scrapped or converted into a CPI-like measure.
Bond Vigilantes Wed 25 Nov 2020 09:39

Historically, RPI has been higher than CPI measures, by between 0.5% and 1%. The main driver of this is the difference between arithmetic averaging of components for RPI, and geometric averaging for CPI.
Bond Vigilantes Wed 25 Nov 2020 09:39

Massive day for the UK index-linked gilt market. Today we get the government's response to the RPI Reform Consultation: likely that RPI will be aligned to CPIH from 2030, with no compensation for investors. Some even think this might be moved forward to 2025.
Bond Vigilantes Wed 25 Nov 2020 09:34

Carnival Cruises high yield bonds are up over 16 points since July (and you've been accruing a 10.125% coupon too)... https://t.co/yrfW16lTEH
Bond Vigilantes Wed 25 Nov 2020 09:24

RT @mandgprof: For investment professionals only. Watch M&G fund managers Jim Leaviss, Maria Municchi, Alex Araujo and Randeep Somel, debat…
Bond Vigilantes Tue 24 Nov 2020 15:33

RT @TorstenBell: We forget how huge the level of spending right now is: public service spending is probably up almost 50%. Total spend will…
Bond Vigilantes Tue 24 Nov 2020 11:23

Trying to get my daily step count up I discovered I’m not far from the site of the 3rd biggest land battle on British soil. And I’d never heard of it. The Battle of Turnham Green in the English Civil War. Apparently a bit of a stand-off so maybe that’s why it’s not more famous. https://t.co/pcb6LsRED7
Bond Vigilantes Fri 20 Nov 2020 15:24

RT @lisaabramowicz1: The euro was the most used currency for global payments last month, the first time it has outpaced the dollar since Fe…
Bond Vigilantes Thu 19 Nov 2020 10:28

RT @emsovdebt: China has said its supporting 11 countries under the debt suspension initiative DSSI. But until this I’d not seen anything s…
Bond Vigilantes Tue 17 Nov 2020 09:41

RT @beckyquick83: RBA sticking with its discredited Phillips Curve framework. Better to update its model and focus on forecasting its nomin…
Bond Vigilantes Mon 16 Nov 2020 09:00

RT @michaelxpettis: 1/9 Very interesting article: China-based high-yield funds have rushed in to buy bonds of troubled Chinese state-owned…
Bond Vigilantes Sun 15 Nov 2020 09:29

I hope everyone is watching @lenadunham's "Industry" on the BBC. It's about an investment bank grad round and it features a drunken fund manager (far-fetched of course) buying put-options on the 10 year US Treasury at a 4% yield on China's reserve liquidation fears.
Bond Vigilantes Fri 13 Nov 2020 14:53

How it started How it's going https://t.co/0PONgMEClg
Bond Vigilantes Fri 13 Nov 2020 09:17