Midlincoln Index Atlas - Ideas for 2019
Liquidity of a short term end of the European and Japan Bond Curve Should be Bad as at least 234 bonds in 12 EU countries and Japan trade with negative yield..Domestic investors in these countries are likely to chase short term bonds else where?
US Treasury Yields вЂ“ a lot lower
Yields in the UK Are A Bit Tighter
France Bonds have been negatively affected by Yellow Jackets
Emerging Market Bonds Should Be Better With Negative Yields in a lot of places..
Emerging Markets Bonds вЂ“ Mostly Seen Yield Contraction with only a Few Exceptions
Lebanon bonds вЂ“ move into high yield category
Nostrum Oil Eurobond Negatively Affects Kazakhstan average
Few Bonds Were Significantly Weaker in the last month of 2018
Venezuelan Eurobonds вЂ“ Hot Topic
Italian Bonds вЂ“ another popular topic
Local Sovereign Yields are a lot better вЂ“ and with stable DXY вЂ“ we might see few carry trades opportunities
Ukraine вЂ“ in pre-election, Is there a buying opportunity?
Long Palladium and Platinum
Short Greece and Turkey Index
Long Singapore SIBOR rate
Short Brent Oil Price Index
Positive on Long BRICs
Positive on 12m Libor rate in USD
Long Natural Gas in the US
Short Nikkei Index