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Posts Tagged ‘bond yields’

0 Apr 25 2013 @ 3:13pm by Matt Smith in Capital Markets, Crude Oil, Economy, Global Energy, risk management

Dot-to-Dot-to…Not?

My favorite moment of the working day is doing a dot-to-dot. And it happens every morning, after booting up my computer; I look across the various asset classes, and start connecting the dots.

After the first few screens, it becomes progressively easier to predict what is coming next: dollar down = risk on, equities up = bond prices down, risk off = metals down. But joining the dots has gone askew recently. So from the starting point of mortgage rates to a crude conclusion, here’s how joining the dots isn’t as simple as going from A to B. » read more

0 Jan 24 2013 @ 10:55am by Matt Smith in Capital Markets, Economy, Global Energy, Random, risk management, Risk Strategy

Everything But Energy

Sometimes it is useful to take a look at the bigger picture, or a completely different picture, when trying to assess the vibe (man) of a certain market (i.e., energy), especially given some of the negative vibes swirling in the markets at the moment. As regular burrito readers know, the foundation of this blog is built on the belief that financial markets influence and are influenced by each other. Therefore, by taking a look at current trends in equities, commodities, bonds, economic data, and currencies – basically everything but energy – it can help us get a more rounded view on the subject that is most dear to us. » read more