239 insights found

Iggo's insight

Second lock

The increased number of positive COVID-19 cases across Europe has led to some restrictions on social mobility being re-imposed.

Iggo's insight

No V in earnings

Social distancing seems to be affecting the ability of Premier League defenders to defend. Governments are closing bars and restaurants.

Iggo's insight

Covid hits WH

The symbolism of President Trump testing positive for coronavirus will not be lost on market participants and economists.

Iggo's insight

Six months home

The last six months have seen amazing returns from financial markets.

Iggo's insight

Word Up

Risk-free yields and curves are range-bound and will remain so as central banks strengthen their resolve to encourage a rise in inflation.

Iggo's insight

Specific and Limited Bearishness

Politics in the US and the UK are contributing to market moves. Uncertainty over US election outcomes is growing, and the stock market seems to be going through a pattern that has been seen in previo ...

Iggo's insight

Welcome to Fall

The equity market correction, led by the FAANGS, ahead of the US Labor Day holiday may or may not turn out to be sustained. There are plenty of commentators arguing, and hoping, that it will be on th ...

Iggo's insight

Word Up

The US Federal Reserve Chairman, Jerome Powell, has stated that the central bank will tolerate higher future inflation and lower unemployment to a much greater extent than it has done in the past wit ...

Iggo's insight

Living in a box

The US yield curve has rarely been inverted when the Fed funds rate has been this low. In fact, it has rarely been inverted when the Fed funds has been below 4%.