Bond

"It's Too Late" - 7 Signs Australia Can't Avoid Economic Apocalypse

"Millions of ordinary, financially unprepared, Australians are now at the mercy of the international markets and foreign policy makers... Unfortunately, the window for taking pre-emptive action with an orderly unwinding of structural macroeconomic imbalances has now closed..."

The Hidden State Of Money: Bonds, Bias, & Bullshit

"...the bond market is one of the few legitimate windows into hidden monetary conditions, and what it has said about the 21st century isn’t what economists and policymakers want to hear. The conundrum and its current revival are just that simple."

Visualizing "Conundrum 2.0": This Is What The Fed Is Missing

As the latest FOMC minutes demonstrated, the current period of especially loose financial conditions - despite a projected 3 rate hikes in 2017 - is confusing the Fed. Deutsche Bank has called this "Conundrum 2.0", and explains what is going on in the following chart...

Weekend Reading: Oil & Retail Send A Warning

There are two important areas of the market that have historically been good leading indicators of the strength, or weakness, of the markets and the economy... Oil and retail.