Tag Archives: Elections

Angela Merkel’s Pyrrhic victory

Bond Vigilantes 25/09/2017  

And they say German elections are boring… As the preliminary results are in, here are our three key takeaways. (1) Merkel goes fourth First things first, as expected Angela Merkel… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Be wary of our obsession with anniversaries

Episode 10/08/2017  

Last month apparently represented the twentieth anniversary of the start of the Asian crisis, and five years since Draghi’s ‘whatever it takes’ speech. This week apparently marks the ten-year anniversary… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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French election result

Episode 08/05/2017  

The election of Emmanuel Macron as President of France marks an important shift in the narrative around European politics: not all popular discontent in Europe can be channelled as anti-EU… Read more »

Does the US government bond market sell off mark the return of the bond vigilantes?

Bond Vigilantes 15/11/2016  

The bond market was intimidating during the Clinton years, and has started as it means to go on for Trump’s term.

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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President-elect Trump. 5 predictions on what happens next in the global economy and markets

Bond Vigilantes 09/11/2016  

The votes are in and it is clear. For the second time in 2016 we have had a major rejection of the…. Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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The election result impact on US high yield markets and the healthcare sector

Bond Vigilantes 09/11/2016  

As James mentioned this morning the European high yield markets’ response to the Trump election victory has been fairly benign… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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The US election result impact on emerging markets

Bond Vigilantes 09/11/2016  

Today’s US election result has several implications for emerging markets. At a first glance, the outcome is clearly negative, given the potential downside risks…. Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Bond market reaction to Trump’s election victory

Bond Vigilantes 09/11/2016  

As Donald Trump delivers his victory speech, and is set to become America’s 45th President, here’s a quick update on what we’re seeing in bond and currency markets since you went to bed…. Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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