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[CNBC] ‘The Fed is breaking things’ – Here’s what has Wall Street on edge as risks rise around the world [Reuters] Wall Street Week Ahead: Investors expect no peace in U.S. stocks until bond gyrations subside [Yahoo/Bloomberg] Fed Officials Begin to Split on the Need for Speed to Peak Rates [Yahoo/Bloomberg] ‘Fear Is Contagious’ as […]
The Going Gets Tough Next week, the MWM team will be hosting its annual client conference live in Durango. On behalf of the team, this author would like to thank all clients attending. After several Covid-inspired remote conferences, the MWM team is excited and looking forward to seeing all of you in person! Since Fed […]
Global de-risking/deleveraging has taken A Threatening Turn. It’s no exaggeration to write that the UK pension system was this week at the brink of spectacular collapse, with confidence in policy and market function hanging in the balance. September 28 – Reuters (David Milliken, Carolyn Cohn, Sachin Ravikumar and Dhara Ranasinghe): “The Bank of England stepped […]
[Yahoo/Bloomberg] US Equities Rise With Bonds as Turmoil Eases: Markets Wrap [Yahoo/Bloomberg] Dollar swaps blow out as volatile Q3 ignites dash for cash [Reuters] European stocks edge higher, euro zone inflation hits record 10% [Yahoo/Bloomberg] China Junk Dollar Bonds Extend Record String of Quarterly Losses [Yahoo/Bloomberg] BOJ Boosts Amounts at Regular Bond Buy as Yields […]
This week we discuss the slight drop in the dollar, gold moving slightly upward, the equities continuing their downside movement, and the international currency markets seeing additional weakness. Are cryptocurrencies at risk of government regulation, and what does that mean for the tangible asset market moving forward? Thanks for listening if you enjoy be sure […]
[Yahoo/Bloomberg] Risk-Off Sentiment Returns With Focus on Inflation: Markets Wrap [Reuters] London stocks slide as fiscal policy concerns weigh; Next drops [Yahoo/Bloomberg] Forint Sinks to Record Low With Eastern EU Assets Under Pressure [Reuters] Oil rises towards $90 as OPEC+ considers output cut [Reuters] China Warning on Speculation Sparks First Yuan Gain in Nine Days […]
[Yahoo/Bloomberg] Dollar Climbs; UK Bonds Jump on BOE Purchase Plan: Markets Wrap [Yahoo/Bloomberg] BOE Steps Back Into Bond Market to Restore Stability [Reuters] Sterling slides after BOE jumps into gilt market, dollar marches on [Reuters] Stocks pull off 2020 lows, Bank of England steps in to calm UK bond market [Reuters] Euro zone yields at […]
