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Tagged as 'government bonds'
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April 9 2024

Continued rotation to cyclical companies

In terms of valuation, the domestic stock market is slightly above its historical averages. Nevertheless, relative company valuations remain very attractive compared to global stock markets. The main arguments for [...]
1360
 
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SEPTEMBER 10, 2023

Nobody is indestructible – Saxo Bank forecasts for QXNUMX

In the changing landscape of the U.S. Treasury bond market, the Federal Reserve is grappling with issues such as capital restrictions on dealers in Treasury securities and increasing unrealized [...]
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July 14 2023

The strength of Polish bonds, shares earned a dozen or so percent

In the extended July market commentary, VIG/C-QUADRAT TFI experts analyze the macro-economic environment of Poland, the Eurozone and the USA, look at global and domestic stock and bond markets and check how [...]
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June 20 2023

Speculators with a record net short position in Treasury bond contracts

At the last meeting of the US Fed, speculators held the largest-ever net short position in two-year Treasury bond futures, Reuters reported. Their strategy probably [...]
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