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The end of this year, is completely unprecedented. For 30 years, the theory hasnt worked. Borrowing, Interest Rates, there is a zero correlation with it. Right now, rates are going up because of the fear inflation bankreturn and the central will have to exit a lot faster than people think. I agree it is not the deficit, it is growth with reflation attack. Attached. Treasury has more to finance a wider deficit, but also to the unwind of the balance sheet. Investors this is returning back where they came from. The yields overseas are grinding higher, but the hedging cost is where the challenges have been. If you look at the differences between hedging as a European Investor coming into the human at ash u. S. Markets, it is no longer a track to. Once you factor the hedging costs in. Joining me around the table, jones and back, kathy mike. Matt, it went well. 258 billion and th ....
Tot both have the potential get exit wrong. Or we can be grownups and find a way of making it right. Anna very warm welcome. I am anna edwards. Manus markets have a lot to digest. The beginning of the Federal Reserve meeting. It is the bottom market we turn to. This is how the Fund Managers are selling themselves in england to this meeting. You have the wipe out the way down to 2. 01 back up to 2. 2 . This is the net long positioning in the bond market. Fund physicians have dropped, they have cut their life positions, the at least bullish top year and just go to life. The Bloomberg Economic surprises sincee lowest levels 2016. Bond market yields were at 2 . There is a lot of whipsaw in the market. Anna not all that far, 2. 21 . Lots to talk about with the fed. And verycks diverting explicable when you look at what is ....
Board almost in ascending order the nasdaq gaining the most as we continue to see a comeback in technology shares. Have seen strength in small caps consistently over the past month. The larger cap averages dont quite retain those levels. A chart of the small caps and one interpretation of them. Jim paulsen wrote in a report caps perform especially well when traders and investors expect inflation to accelerate. This is the ratio to the s p 500. When it is rising small caps are outperforming. We are looking at a marketbased inflation gauge. One measure of perceived inflation. Essentially we have seen a bounce in the blue line at the same time we have seen small caps outperforming larger caps. Speaking of inflation as well we are taking a look at the bond market this morning. We have quite a notable measure in the twoyear yield. 1. 4 7 this behind it has been since 2008 on the heels of Janet Yellens speech yesterday in which she seeme ....
Now you see the white house distancing itself from Paul Manafort. It does seem like they havent spoken in quite a while. If Paul Manafort has anything on President Trump you can expect that bob mueller will be putting the pressure on very strongly to bring that information out. Manafort has pleaded not guilty in court. Rick gates has done the same thing. Here . Do things go from perhaps we will hear from attorneys. Where in terms of process do we go now . The special prosecutor continues his work. They made it quite clear this has no affect on the congressional investigation. One of the key things is George Papadopoulos bullis cooperation with the indictment. These are not necessarily finite. Could find out new information and have further of them or others. It ....
Dozens of jobs said to be on the line in middle and upper management. This is Bloomberg Markets middle east. Now seeing asian equities gain ground for a second consecutive session, but not such an exciting session today. Markets are rather quiet. We are looking ahead to the u. S. Earnings season, not to mention we do have u. S. Policymakers speaking, including fed chair Janet Yellens report to congress this week. Leading gains in volatilities rising in the halfing and sex in the hang seng index. The nikkei pushing ahead. 5 after 20,000 level. We do have a weaker japanese yen for a third consecutive session, nearly twomonth low. It is still rather muted when it comes to currencies across asia. The kiwi dollar leading declines. We saw week retail spending we saw weak retail spending hitting a nerve there. We are also seeing brent to treasury yields rebounding in the asian ses ....