CMBS
Dear Client, This week, the US Bond Strategy service is hosting its Quarterly Webcast (today at 10:00 AM EST, 3:00 PM GMT, 4:00 PM CET, 11:00 PM HKT). In addition, we are sending this Quarterly Chartpack that provides a recap of our key recommendations and some charts related to those…
Highlights Chart 1Inflation Indicators Hook Up
Inflation Indicators Hook Up…
Highlights Chart 12020 Returns
2020 Returns…
Highlights Chart 1Bond Yields & The CRB/Gold Ratio
Bond Yields & The CRB/Gold Ratio…
Highlights Chart 1Bond Yields Have Upside In A Blue Sweep
Bond Yields Have Upside In A Blue Sweep…
Highlights Chart 1Spending Held Up In August
Spending Held Up In August…
Highlights Chart 1Permanent Job Losses Still Rising
Permanent Job Losses Still Rising…
Highlights Global Bond Yields: The growing divide between falling negative real bond yields and rising inflation expectations in the US and other major developed economies may be a sign of investors pricing in slower long-run potential economic growth in the aftermath of the COVID-19 recession…
Highlights Chart 1How Much Lower For Real Yields?
How Much Lower For Real Yields…
Highlights Chart 1More Stimulus Required
More Stimulus Required…