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Iggo's insight

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160 publicaciones disponibles

Iggo's insight

Word Up

Risk-free yields and curves are range-bound and will remain so as central banks strengthen their resolve to encourage a rise in inflation.

Iggo's insight

Specific and Limited Bearishness

Politics in the US and the UK are contributing to market moves. Uncertainty over US election outcomes is growing, and the stock market seems to be going through a pattern that has been seen in previo ...

Iggo's insight

Welcome to Fall

The equity market correction, led by the FAANGS, ahead of the US Labor Day holiday may or may not turn out to be sustained. There are plenty of commentators arguing, and hoping, that it will be on th ...

Iggo's insight

Word Up

The US Federal Reserve Chairman, Jerome Powell, has stated that the central bank will tolerate higher future inflation and lower unemployment to a much greater extent than it has done in the past wit ...

Iggo's insight

Living in a box

The US yield curve has rarely been inverted when the Fed funds rate has been this low. In fact, it has rarely been inverted when the Fed funds has been below 4%.

Iggo's insight

A view from the markets – True Faith

Forward markets don’t see US 2-year Treasury yields above 1% again for at least five years. The technology sector has just delivered blow-out earnings numbers for Q2.

Iggo's insight

European Summer

The strongly developing consensus appears to be pro-Europe relative to the US. A stronger Euro and a negative view on US equities is part of that. The political and health situation in the US is begi ...

Iggo's insight

The Big H

We are consistently seeing technological progress towards the goal of de-carbonising our economies. Alternative energy is becoming cheaper and more and more activities have the opportunity to shift t ...

Iggo's insight

Heading somewhere

Everybody should have an argument with themselves and with others now and again. Arguments rarely end in absolute agreement.