185 insights found

Iggo's insight

Spring unleashed

The vaccination roll-out appears to be providing some breathing space for markets and society as a whole in countries that have been able to achieve a fairly high level of coverage.

Iggo's insight
10 minute read

Stronger, faster, louder

Equities are outperforming bonds, yields are rising, and the US curve is super-steepening.

Iggo's insight

Red hot

After anticipating economic recovery (it’s coming) markets are now trying to front-run the next phase of the cycle. In doing so they have priced in higher inflation and are testing the timing of the ...

Iggo's insight

New Romantics

Growth is expected to surge in the months ahead. Nominal GDP will be stronger than seen for years.

Iggo's insight

Risk, return, repeat

Fiscal dominance is a reality and markets are reacting to that. It doesn’t necessarily mean inflation, it doesn’t necessarily mean crowding out private borrowers.

Iggo's insight

Phase over?

Policy support and post-COVID growth expectations have been the key drivers of equity market performance for months.

Iggo's insight

Chips with everything

What happens to long-term yields is hugely important to fixed income investors, asset-liability managers and asset valuations in general.

Iggo's insight

Sol y Viento

Oil prices have risen significantly over the last year but only after collapsing in the first quarter of 2020.

Iggo's insight

GME Theory

Retail money is having more of an influence on stock market trading these days, because there is so much of it.