Emerging Money Daily Audio Call October 27 – Bond yields and more bond yields and interest rate sensitivity.
Today’s “sky-rocketing” EU yields have now bled into US trading hours with the 10yr reaching levels last seen Memorial Day weekend. Is the bond market doing the Fed’s work and are the ECB and BOJ actually dictating Fed policy for a change?
Financials love steeper yield curves. Who is better off, an impaired EU bank that is getting relief from NIMs or a solid balance sheet in the US regional banking sector that is seeing less dramatic move in their profitability but is better positioned for growth and superior credit metrics? We discuss…
Has this earnings season rekindled a view that corporates are emerging from the earnings recession? Can this counter a move higher in rates which stocks CAN NOT like…
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