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Hard to see yields continue to ignore this… – Investment Watch

Hard to see yields continue to ignore this… – Investment Watch
investmentwatchblog.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentwatchblog.com Daily Mail and Mail on Sunday newspapers.

Aruns chopraBaltic dryTopdown charts

Need to Know: Ready to cash out some gains on this stock market run? An exit path is about to emerge, says this strategist

Need to Know: Ready to cash out some gains on this stock market run? An exit path is about to emerge, says this strategist Need to Know August 15, 2022 View in Web Browser Ready to cash out some gains on this stock market run? An exit path is about to emerge, says this strategist

New yorkUnited statesSaudi arabiaJackson holeJerome powellMichael orourkeCallum thomasHenry kissingerTim duyElon muskJohn collisonCarl icahnStanley druckenmillerAdvanced micro devicesFederal reserveSaudi aramco

Bond Bears Beware

Global sovereign bonds caught a bid during the back half of May after a sentiment washout and classic contrarian bottoming signal. All eyes are back on the Fed.

Refinitiv datastreamEconomic surprise indexTreasury note yield drifts lowerConsensus bullsTopdown chartsGlobal cross asset market monitor

Chart Of The Week - Green Boom & Bust

Renewable energy stocks continue to tumble vs traditional energy. The green movement's current bust features a whopping 70% relative drawdown to oil and gas names.

Refinitiv datastreamGlobal renewablesTopdown charts

Eyeing Alpha In EM Ex-Asia Vs EM Asia

EM stocks have staged a relative rally vs US shares of late, but there is outperformance specifically among EM ex-Asia vs EM Asia.

United statesUnited kingdomRefinitiv datastreamWeekly macro themesPopular playLatin americaLatin americanMajor relative turningTopdown charts

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