Charts That Matter

Thank god… finally Investors are getting increasingly concerned that outsize share buy-backs and dividends (high payout ratios) are boosting corporate debt levels.

 

Is FED Chairman Powell pondering pausing rate hikes? Nordea says look at following charts

Global Bonds and equity markets shrink $5trillion in 2018. Rare parallel declines in capital markets could result in biggest contraction post financial crisis

Rising macro risks have resulted in increased demand for the “belly” of the curve (leading to a steepening vs. the 30-year yield) which is strange. I still think that yield curve will invert

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