Mistakes by Markets?

Bonds might have overreacted on inflation; “Pay Rises, Not Price Rises” Source: Reuters With yields across the developed world in free-fall, markets appear to have convinced central banks that only drastic monetary stimulus can prevent inflation expectations from evaporating for a lifetime. But might those markets be reading it wrong? If so, policymakers in Japan,…

Read More

U.S. Corporate Debt In 2018

If FED follows through with the current hike plan, over 120 billion USD might be wiped out in 2018 Source: Seeking Alpha Summary US corporate debt market is highly overvalued – yields on corporate bonds are at lowest levels in 60 years. Corporations are not ready for the upcoming changes in monetary policy, debt servicing…

Read More