Robeco’s Credit team sees a world full of imbalances that can last for years or correct at any time. The team remains worried about complacency and expensive markets, but acknowledges that markets can remain complacent and expensive for a long time. There is still a lot of liquidity searching for return.
Speed read:
news and blogs
From junk bonds to cryptocurrencies, three reasons why markets may be losing their minds - Quartz
18 Aug 2017
Remember When Forecasters Thought A Trump Win Would Spook Markets? Trump Is Reminding Investors Why
21 Aug 2017
top posts
small talk
CME FedWatch tool now assigns 28% probability to Fed hike in June https://www.savvyinvestor.net/node/907745
30yr UK I-L gilts held to maturity guarantee a 23% loss of purchasing power - is this sustainable? https://www.savvyinvestor.net/node/760500
Will the BOE raise rates before the Fed does? New paper uploaded by UBS https://www.savvyinvestor.net/node/748002
Are LT rates on a firm footing ahead of rate hike? Analysis from the Council of Economic Advisers https://www.savvyinvestor.net/node/740027
Bond vol - Marco Meijer has an interesting perspective on Gavyn Davies' "Bund Tantrum" article at https://www.savvyinvestor.net/node/698100
An opportunity looming? 50 year Euro swap rates at 0.70% - surely that can't be right??? https://www.savvyinvestor.net/node/687052
Long-term inflation expectations have declined, says the Federal Reserve Bank of San Fransisco - https://www.savvyinvestor.net/node/679190
Will we see a bond market crash? Is the answer really as simple as Robert Shiller thinks? https://www.savvyinvestor.net/node/669034
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