Guy Haselmann

Guy Haselmann

Guy Haselmann: Unloved Treasuries

Bond Market Economy Fixed Income Insight Interest Rates Markets Outlook
Unloved Treasuries by Guy Haselmann, Managing Director, Product Solutions, OpenDoor Trading LLC As I resume my market commentary, my intention is to  provide content  that is similar to my ...
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Guy Haselmann: Outlook for Treasuries

Bond Market Capital Market Credit Markets Insight Interest Rates Markets Outlook
Outlook for Treasuries by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM I’ve been getting numerous questions since last Friday’s employment report as to whether my Treasury view ...
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Guy Haselmann: Uncharted

Bond Market Capital Market Credit Markets Insight Markets Outlook
Uncharted by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Markets thought the term ‘data’ meant economic indicators; those which reflect progress toward the Fed’s dual mandates. ...
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Guy Haselmann: The Cart's in Front of the Horse

Bond Market Capital Market Insight Markets Outlook
The Cart's in Front of the Horse by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Markets have overreacted to Yellen’s speech. I do not believe that ...
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Guy Haselmann: Did Something Spook the Fed?

Bond Market Capital Market Credit Markets Insight Interest Rates Markets Monetary Policy Outlook
BURP by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Yesterday’s FOMC meeting and press conference generated widespread unease. My personal uncomfortable feeling was reminiscent of a ...
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Guy Haselmann: Bamboozled

Bond Market Capital Market Credit Markets Debt Market Fixed Income Insight Markets Outlook
Bamboozled by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · The ECB’s actions last week were described by the press as “all-in”, “bazooka”, or “the kitchen sink ...
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Guy Haselmann: The H-Curve

Bond Market Bonds Fixed Income Insight Markets Outlook
The H-Curve by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Let’s picture a graph where the x variable is a central bank’s official interest rate and ...
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Guy Haselmann: Toppling Scales and Balance

Credit Markets Insight Interest Rates Markets Monetary Policy Outlook
Toppling Scales of Balance by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Everything happening today is in some ways interconnected: popularity of ‘non-establishment’ political candidates; ineffectiveness ...
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Guy Haselmann: Cirrhosis and Walls

Bond Market Credit Markets Debt Market Economy Insight Interest Rates Markets Monetary Policy Outlook
Cirrhosis and Walls by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · A few weeks ago, a central banker said that ‘a policy objective may merely be ...
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Guy Haselmann: Strait-Jacket

Capital Market Credit Markets Debt Market Fixed Income Insight Markets Outlook
Strait-Jacket by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · A well-known central banker once said to me, “if you don’t have a Plan B, then you ...
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Peking Duck (for cover)

Bond Market Bonds China Credit Markets Fixed Income Insight Markets Outlook
Peking Duck (for cover) by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Yuan inclusion in the IMF’s SDR basket in December was a great victory that ...
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Guy Haselmann: Rapidly Standing Still

Bond Market Credit Markets Economy Fixed Income Insight Interest Rates Markets Outlook
Rapidly Standing Still by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • While global central bank quasi-coordination ended in 2014, it completely diverged in 2015. This is ...
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One Day Reprieve (Use It Wisely)

Bond Market Credit Markets Fixed Income Insight Interest Rates Markets Outlook
One Day Reprieve (Use It Wisely) by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • By surprising markets with a move to a negative deposit rate, the ...
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Guy Haselmann: Ch-ch-ch-ch-Changes

Bond Market Credit Markets Fixed Income Insight Markets Monetary Policy Outlook
Ch-ch-ch-ch-Changes by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM “I still don't know what I was waiting for And my time was running wild A million dead-end ...
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Down Side Up (Part Deux)

Bond Market Credit Markets Fixed Income Insight Markets Outlook
Down Side Up (Part Deux) by Guy Haselmann, Scotiabank GBM • Market psychology established in recent years is reversing. Investing has taken on profound psychological aspects during the ...
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