Hi! I keep hearing that "regulation" is a significant driver of real rates. In other words, there is a certain "safe asset demand" from market participants who need them just to be allowed to take part in markets e.g via banking or market-making etc. Moreover, there is also demand for safe assets via 60/40 commitments and other liability matching activities. It would be great to get a primer on these flows, who big they are, and what alters them! Best Baloo
What I don’t understand how can bond rallies ( yield falling ) but not gold in a negative interest rates environment? Rising interest rates should hurt bonds but not gold because the only reason they would raise interest rates it’s because the inflation being to high right ? Seem to me a perfect situation for gold ? Gold value and its miners is a mystery to me lately.
Do you know that Mr. Powell has 60% of his portfolio in Equites? 0% Treasuries.. Do you think he would make something thay may the music stop??? yeahh..... stop talking about tappering!!! The market don't expect that at all...you will make small investors take bad decitions
@@turbofanlover hedge funds witch were at 2 years high net short positioning on Rusell 2000 were squeezed like retailers on friday... Don't underestimate Mr. Fink power... this could have a long way to go yet.
I used to watch RealVision religiously, but after Raoul wandered off to the funny farm, Roger is all I watch.
WELCOME BACK ROGER!!!!!!!
Welcome back !! It’s so great and refreshing to see you
Roger is so smart, mix that with his British accent and it makes for pure gold
Stunningly ignorant comment.
I love these kinda videos) lots of stats with zero specific takeaways
Rates down, commodities up
@@mrbojangles7504 actually there are opposite correlation, look at the history
It means make your own mind ?
I love data’s and chart .
От книг Якова Миркина больше пользы будет
Great as always Roger :)
Amazing work thanks!
0p
L
But when you say tapering, what asset are mentioned ?
Hi!
I keep hearing that "regulation" is a significant driver of real rates. In other words, there is a certain "safe asset demand" from market participants who need them just to be allowed to take part in markets e.g via banking or market-making etc.
Moreover, there is also demand for safe assets via 60/40 commitments and other liability matching activities.
It would be great to get a primer on these flows, who big they are, and what alters them!
Best Baloo
Commodity bull cycle vs fed taper ?
Lost decade coming up IMO ...thanks J Powell....
What I don’t understand how can bond rallies ( yield falling ) but not gold in a negative interest rates environment?
Rising interest rates should hurt bonds but not gold because the only reason they would raise interest rates it’s because the inflation being to high right ?
Seem to me a perfect situation for gold ?
Gold value and its miners is a mystery to me lately.
The idea of the money printing slowing down seems a likely as covid going away IMO.
You look to liars for guidance??? Give me a break
Sell gold?
Nothing to see, "like watching paint dry".
Do you know that Mr. Powell has 60% of his portfolio in Equites? 0% Treasuries.. Do you think he would make something thay may the music stop??? yeahh.....
stop talking about tappering!!! The market don't expect that at all...you will make small investors take bad decitions
Small investors better get ready to get out of the markets.
Only 60% equities? What's the other 40%?
@@turbofanlover hedge funds witch were at 2 years high net short positioning on Rusell 2000 were squeezed like retailers on friday... Don't underestimate Mr. Fink power... this could have a long way to go yet.