Life In A ‘Negative’ World
This morning, following a blockbuster of a June payrolls report, we flagged the disparity in how US Treasury yields should have behaved and how they actually behaved. If you truly want to understand how distorted this market has become, have a look at the following chart going back to 1998: As you can see, this…
The Fed is Out of the Way
Thanks to Brexit, political and global uncertainty the Fed is now out of the way for the foreseeable future. TheoTraders will know what the risks are in the market. Here's what to look for in bonds and stocks.
Love It? Well Then Buy It!
If you see something, buy something. That’s been the mantra since Tuesday. Put simply: it’s up. It’s all up. Every single bit of it. Stocks, oil, gold, Treasuries, bunds. All of it. UK equities have rallied an astounding 10% since Tuesday. And why not? It’s not like they just voted to leave the EU. There…