Marc BentinFeb 1, 20182 minWhat Inflation Expectations Are Telling us...Not much except that US inflation expectations are right there at 2% and EUR inflation expectations at 1.75% with both heading higher, ...
Marc BentinJan 31, 20182 minDaily CloseFurther across the board selling materialized yesterday with the S&P and Eurostoxx dropping 1% and EM losses coming in slightly larger....
Marc BentinJan 29, 20182 minDaily CloseStocks, bonds, oil and prexious metals sold off simultaneously yesterday, blowing a wind of caution amidst the “beautiful deleveraging”...
Marc BentinJan 28, 20183 minWhat Cross Asset Correlation Is Telling Us...-[1 ]The normally solid positive positive correlation between the stock market (risk appetite) and dollar yen has been turned upside...