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Fixed Income
2767 posts
Interest Rates Cut by 0.50% Around World
Key Central Banks around the globe have announced a concerted cutting of interest rates, by 0.50%, this morning,…
October 8, 2008
European Credit Crisis Deepens Global Selloff
Ongoing credit market turmoil and a rapidly deteriorating economic outlook have hit global equities very hard. Ongoing credit…
October 7, 2008
Euro Down Against Dollar
As pointed out by one of our favourite commentators, Hugh Hendry, CIO, Eclectica Asset Management, Ireland's plans to…
October 3, 2008
Hendry: Ireland's Guarantee will Destroy Euro
We are huge fans of Hugh Hendry, the outspoken and brash CIO of UK based UK-based Eclectica Asset…
October 2, 2008
High Yield Credit Spreads at Record Levels
As of today, credit spreads on High Yield bonds have attained new heights, those not seen since October…
October 2, 2008
Bailout Failure: Voters Rescued
Perhaps the biggest problem with the credit market debacle is that Main Street doesn't get it. Literally. Try…
September 30, 2008
Is There a Bull Market Somewhere?
Not likely, according to PIMCO's Bill Gross. In his most recent Investment Outlook, Gross, reasons and opposes (for…
September 24, 2008
Credit Crisis Observations
Niels Jensen and Jan Wilhelmsen of Absolute Return Partners (www.arpllp.com) produced an informative analysis of the credit crisis…
September 23, 2008
Highs and Lows of the Week
The following chart shows how the ten sectors of the S&P 500 performed this week in the context of…
September 19, 2008
Pershing Square Capital Management Releases Letter to U.S. Treasury Department Regarding Fannie Mae and Freddie Mac
Pershing Square Capital Management, L.P. sent the following letter September 6, 2008 (courtesy: BusinessWire) to the U.S. Treasury Department regarding…
September 7, 2008
The Devil's Dictionary for Financial Markets
The Devil's Dictionary, was originally published by Ambrose Bierce. Think of him as the forgotten brother of Mark…
September 1, 2008
Hendry: De-flation is Contrarian
Hugh Hendry, CIO, Partner, Eclectica "Bonds! The credit crunch – you’ve got to go back to 1942 to…
August 10, 2008
Hugh Hendry:10-year Treasury Signals Deflation
We've recently become huge fans of anything that Hugh Hendry, the cutting and brash CIO, Eclectica Asset Management,…
August 6, 2008
Video: Nouriel Roubini (3 Parts)
Nouriel Roubini, NYU Stern School of Business, opines about the market, the credit crisis, and the housing market…
July 25, 2008
Video: Faber Says Fannie, Freddie Should Split Up, Not Get Aid
Investor Marc Faber, publisher of the Gloom, Boom & Doom Report, talks about the future of Fannie Mae…
July 25, 2008
