Tags » Macroeconomics

Rising yields and rising correlation in major bond markets – end of cycle or correction?

Macro Letter – No 36 – 22-05-2015

Rising yields and rising correlation in major bond markets – end of cycle or correction?

  • European bond yields have risen following the lead of US treasuries…
  • 4,428 more words
Macroeconomics

The "Nothing" Theory of Value

Phillip Coggan at the Economist in Great Britain is warning of stock overvaluation because stocks keep going up, while companies no longer produce actual goods or services anymore, and have decreasing revenues. 477 more words

Idiosyncratic Analysis of Bitcoin

We have learned in this class about the historical perspective of the Markets, from the ancient market to the modern market. The most important aspect of these markets then and hence, is the MEDIUM OF EXCHANGE. 144 more words

Education

Australia and Canada – Commodities and Growth

Macro Letter – No 30 – 20-02-2015

Australia and Canada – Commodities and Growth

  • Industrial commodities continue to weaken
  • The BoC and RBA have cut official rates in response to falling inflation and slower growth…
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Where is the oil price heading in 2015?

Macro Letter – Supplemental – No 1 – 13-02-2015

Where is the oil price heading in 2015?

  • Growth in oil demand remains anaemic
  • Supply will gradually fall as contracts expire…
  • 1,128 more words
Commodities

Swiss National Bank policy and its implications for currencies, assets and central banking

Macro Letter – No 29 – 06-02-2015

Swiss National Bank policy and its implications for currencies, assets and central banking

  • The SNB unpegged from the Euro and sustained balance sheet losses, they will survive…
  • 3,839 more words
Europe

Greece, Germany and the ECB: and what it means for Bonds, Stocks and the Euro

Macro Letter – No 27 – 9-1-2015

Greece, Germany and the ECB and what it means for Bonds, Stocks and the Euro

  • Greek elections this month have rekindled concern about the future of the Euro…
  • 2,601 more words
Europe