Discover and read the best of Twitter Threads about #bonds

Most recents (24)

In last 5 years, Central bankers across developed countries wanted higher inflation to raise rates so that they can cushion when next time crisis hit. But, now when inflation is so higher, most of developed countries central bankers claiming as transitory!

#centralbank #bonds
Do central banks having any fiduciary responsibility towards citizen of that countries in some other citizens as well or is it towards the people or govt who hired them in first place!
Most of the central banks fail to anticipate any events ahead of the market. At least some market participants are savvy enough to get the clear picture ahead of the events.
Read 8 tweets
Why gold should be the asset to focus on for the next few years?

#gold #investing #wealthcreation

A Thread!

M2 which is a broad measure of money supply, has grown 81% in the last 7yrs to nearly $20Trn. An increase in the supply of money typically lowers interest rates, which generates more investment and puts more money in the hands of consumers. Hence stimulating spending.

Bonds struggled during the last major stagflationary period, in the late 1960s. Rise in oil prices,unemployment, loose monetary policy pushed the core CPI Index to a high of 13.5%. The Fed had to raise interest rates by nearly 20%.

#gold #bonds #interestrates

Read 14 tweets
💸 Is hyperinflation a reality? How to protect yourself?

Money may well depreciate at times. This has already happened before, even in developed countries. #Inflation in developed world is accelerating, and the authorities are carried away by populism. Image
• In the #US, inflation has already accelerated to 6.2%
• In #Germany, it reached a 28-year high of 4.5%.

Authorities of developed countries put above #inflation problems of #SocialJustice in labor market (employment in all minority groups is important) and #climate warming. Image
Populist views are capturing the minds of monetary authorities, which only fuels #inflation. This was the case in the #USA in the 1970s: prices almost tripled.
And sometimes it was much worse: in Israel in the 1980s, prices for goods jumped ~10,000 times. Image
Read 10 tweets
Daily Bookmarks to GAVNet 10/09/2021…
Mortality, Length of Stay, and Healthcare Costs Associated With Multidrug-Resistant Bacterial Infections Among Elderly Hospitalized Patients in the United States…

#elderly #MultidrugResistantBacteria #InfectionPrevention #consequences #StudyReport
Read 8 tweets

📝 Key takeaway:

4 types of equities are cash and cash equivalents, stocks, bonds, and mutual funds. They vary based on risk.

Section: #NoBSInvestingBasics
Course: #NoBSFinancialWellness
Equities come in a variety of forms, each with specific purposes. In this lesson , we’ll walk through the differences between cash and cash equivalents, #stocks, #bonds, and #mutualfunds.
✅ Cash and cash equivalents

Cash and cash equivalents (e.g. checks) are where you deposit money in a financial account such as with your bank and earn interest.

Cash and equivalents are low-risk investments.
Read 8 tweets
#Global #ETF (thread): 26 Aug 2021

- 2020 worst perf #sectors making still leading in 2021 $IXG $IXC

- This is helping #oil producing countries with #SaudiArabia & #UAE in top5 #Country ETF YTD performers in USD $KSA $UAE

- #SouthAfrica $EZA still in top30 YTD performers

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might need a lot of catch up, but $EZA YTD performance in USD (+8.2%) is still ahead of $EEM (-0.95%)

#Global #Value #stocks enjoyed short-term recovery to the end of April, but since then, $IWVL #ETF really struggled against #Quality & #Momentum. Over 1yr period it is however still the best-performing #factor, very much in its recovery phase.
Read 13 tweets
Das Angebot an #GreenBonds wächst rasant und dürfte schon bald Einfluss auf den Preis nehmen. In der neuen Ausgabe des @esg_report behaupten wir: Das #Greenium, also der Preisnachteil grüner Anleihen, wird auf lange Sicht verschwinden. Die Gründe: (1/X)
Aus Risikoperspektive ist es unsinnig, #Bonds mit nachhaltigem Etikett anders zu bepreisen als herkömmliche Anleihen. #ESG-Bonds bergen dieselben Emittentenrisiken, bieten also die gleichen Chancen, zurückgezahlt zu werden wie Plain-Vanilla-Titel. (2/X)
Auch ihre Struktur ist vergleichbar, und sie werden von Ratingagenturen dementsprechend auch nicht schwächer bewertet. Ein Renditeverzicht ist objektiv betrachtet also kaum nötig. (3/X)
Read 7 tweets
Type of Decentralised Bonds

Most projects offer two products at the same time to take full advantage of blockchain and as a mechanism to transfer risk between two groups of people:

#decentralised #bonds #cryptocurrency #DeFi
(1) those wanting a fixed interest rate and (2) those wanting to speculate based on fluctuations in interest rates.
Barnbridge SMART Yield, 88mph, Pendle, APWine, Element and Swivel are focused on this decomposing:
Read 6 tweets
What is going on in the #treasury market? 10 year treasury just hit 1.13%. Yet my fair value model has it at 1.75% (incorporates Copper/Gold and other ratios - r2 of 90%+) #bonds #yields #YieldCurve ImageImage
This is right as fears of growth slowing down are coming up #jobs #ADP…
Yet, the #ISM Manufacturing PMI is still in a highly expansionary state at 59.1 Image
Read 15 tweets
Thanks to @steve_sedgwick & @cnbcKaren for having me on #CNBC #SquawkBox this AM.

What did we discuss? Well, #inflation of course!

I prepared some slides for the show which I'm happy to present in this thread.
#macro #Fed #Yellen #JeromePowell #bankofengland #QE
Are people in denial or is the #centralbank money flood just drowning all the signals?
#Commodities, #freight, #carbon - and a whole lot besides - sure do cost a lot more, these days.
Read 14 tweets
Is this Unanticipated or Anticipated Inflation Risk?
This is what economists need to explain to us!
We knew it was coming due to the reflationary policy stance of central banks in the first world, and elsewhere.
But, the augmented rate was not unexpected.
But, this is not the 1970s, when oil price shocks, and other supply-side macroeconomic and microeconomic distortions of the postwar years raised the inflation rate unexpectedly to astronomical heights.
I don't see any massive stagflation developing due to technological gains.
Yes, the "PHILLIPS CURVE" is officially deceased.
won't return again!
Monetarists and some other schools of thought have created hues and cries of the return of the economic phantom, but, no, it won't happen.
Prices and #Unemployment have been disentangled.
Read 9 tweets
Oggi l'annuncio storico sul target di inflazione euro, secondo rumor sarà alzato a...con possibilità di superarlo. La Bce di Christine Lagarde pronta a copiare la Fed di Powell, falco tedesco Weidmann permettendo. #8luglio #COVID19 #Covid @business
1/In attesa BCE++++Profondo rosso a Piazza Affari: raffica di catalyst negativi scatena sell-off su tutti i titoli del Ftse Mib. oltre -3% per Banco BPM e Bper. #Unicredit ai minimi due mesi, oltre -12% in ultimo mese VIA @titta_ferraro78 #StocksToWatch
2/Spread BTP-Bund 10 anni a 107, in rialzo di oltre +3% in attesa annuncio storico Bce. Tassi Bund in calo su scia tonfo tassi #Treasury post Fed #bonds
Read 9 tweets
Is there an incoming policy error by the Federal Reserve? $DXY #FederalReserve #Dollar #Policy #Fed

Thread 1/
Over the past several weeks, we have seen significant Central Bank actions globally. This reflects a market flush with cash and a desire by the Federal Reserve to hold short-term rates positive. 2/
Mid-June 2021 FOMC Summary:
1. Unchanged rate and QE policy
2. Reverse Repo rate increase to 5bps
3. IOER increase to 15 bps
4. Dot plot showing rate hikes sooner than expected
Read 17 tweets
The #economy and #markets today present us with a type of confusing environment: a tremendous growth rebound amid concerns over different forms of #overheating due to policy being late to normalize, and then the uncertainty of an ultimately harsher policy unwind down the road…
… It’s in this kind of environment that we find that what #investors want to do can be very different from what they need to do – the opposite, or mirror image, in fact:
Over the last decade, the Bloomberg Barclays U.S. High Yield Index has traded in a #yield range of about 4% to 12%, and both those extremes have come during the pandemic period (the last 14 months).
Read 10 tweets
It's time.



I've got enough confirmations now to warn for a correction - the asymmetrical crash i've been talking about. 👇
#Gold #silver #rhodium #bonds #nasdaq #Fintwit #wallstreetsilver #silversqueeze
First up the most important one, Rhodium.

Rhodium tends to go ballistic in the final phase of market bubbles. Nobody knows why, but it happened before the 2000 bubble blew, same with the 2008 bubble...

...and it's showing clear topping patterns.
But it's not just Rhodium.

All INDUSTRIAL precious metals are showing similar topping patterns.

AND! The strength of those tops correlates with the industrial element of each metal.

Palladium looks like Rhodium, while Gold is going straight up. Silver offers the awnser:
Read 15 tweets
#RealInvestmentReport is out!
Despite the expected #surge in #inflation early in the week, #bulls picked themselves up to rally #stocks into Friday. We discuss the potential for a short-term #bounce, why the #Fed will make a #mistake, and #postioning now.…
#LessonLearned - don't anticipate the turn in your #technicalsignals. As noted last week, it "seemed" the signal had turned, but it didn't. The #signal is very #oversold, so set up for a short-term #bounce is likely. Caution is still advised for now.…
If we are #correct in our assessment about the roll-off #effect of #stimulus and #liquidity, we could well see #bonds outperform #stocks in 2022. We are watching very closely as we currently hold minimal duration in our fixed-income #portfolios.…
Read 5 tweets
There are 175 corps/institutions now overseeing your children's #education going forward. They will be shaping/molding your child's #ideologies &
#worldviews - all while harvesting their data.

Global Education Coalition Members (announced Mar 18 2020):
"Civil society & non-profit organizations" (those serving capital & elite institutions) include:

-Tony Blair Institute for Global Change
#ONE (Bono)
-Global Business Coalition for #Education
#Sesame Workshop

See image. #4IR
Read 13 tweets
US tech stocks have been hit hard, as attention focuses on the underlying quality of themes like the migration to electric vehicles.
Yet this shakeup is also happening against the backdrop of a fast-changing investment environment due to a strengthening US growth outlook, rising inflationary pressure and an unnerved bond market which is driving yields higher.
In this video interview, Will Denyer seeks to unpack these dynamics in order to navigate a course through difficult trading conditions. #assetallocation #equities #us #stocks #bonds #economy
Read 3 tweets
Anybody feels like looking at a few #Global #ETF graphs? Or are you all sitting in front of a big fire, ready for that Sunday braai or potjie?

If there's interest, I'll be happy to show 1 graph for every like or retweet?

#MonthEnd #Markets
That's nr1 (5 likes & retweets). Nice one @RocknDad 😂- saw you sneak in both a like & retweet, but rules are rules.

#SouthAfrica dropping down to 10th in the #Country #ETF YTD rankings. #China losing the lead to #Taiwan. #Brazil new current holder of the wooden spoon.
That makes it 2.

#DevelopedMarkets (+2.5% in US$) making a bit of a comeback against #EmergingMarkets (+0.8% in US$) in February. #MSCI #SouthAfrica however outperformed both with 5.3% (in US$) over same period.

Read 19 tweets
Why #bitcoin?
The following words are my own opinion and not a financial advice. Do not invest blindly based on statements from any individuals. Do your own research.

This is a short summary why I rather buy bitcoin than gold or other assets. To answer this question the way I am trying to answer it, I had to get away from asking myself what would be the best investment for me.
Instead, I wonder what I would do if I had unimaginable amounts of cash.
You have to protect this money from the inflation. I personally have to exclude shares, because I don't have the time to study companies in detail.
Read 12 tweets
A Thread 🧵on how bond yields impact stock market ?

Must read for beginners in #StockMarket.

(RT to maximize reach.)

#Bonds #BondYields #StockMarket #Investing
What is #bond ?

Bonds are issued by governments and corporations when they want to raise money. By buying a bond, investor is giving the issuer a loan, and issuer agrees to pay the investor back the face value of the loan on a specific date, and to pay periodic interest as well.
What is bond yield ?

Bond yield, on the other hand, is the return that an investor gets on that bond or on a particular government security.

#Investing #StockMarket #Bonds
Read 8 tweets
If you are trading stocks right now (especially tech), you must realize, you are really trading bonds.
Is your pension fund long duration?

-24% off sale.

#Bonds Image

Read 4 tweets
Is Everything a Bubble❓Part 2 Recap 🔥

Most seem to think so... but don't take our word for it.

Have a look for yourself 👇 as we take you into the lions den to hear from the lions themselves.
🔥Adapting to New Market Nuances and the Golden Age of Macro🔥@JulianMI2

Are we in a bubble❓

“Yes, but it's somewhat nuanced. There's unquestionably single assets that are bubbles."

"There's groups of assets which are arguably excessively valued."
Specifically which names are bubbles❓

“There is absolutely no question that if I look at a chart of $TSLA, this is a classic bubble.”
Read 23 tweets

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