Bond yields across developed economies are rising mainly due to a combination of higher government deficits, increased debt issuance, quantitative tightening by central banks, and a reduced appetite among traditional buyers for long-dated bonds. Main Drivers of Rising Yields: Fiscal Deficits and Debt Issuance: Many governments are running large fiscal deficits and are borrowing heavily, […]
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Bonds, InflationWe can see two clear Elliott wave cycles on US CPI since the 1930s. Now we are probably in the third cycle. Elliott wave analysis suggests higher inflation ahead. US CPI data chart going back to the 1930s shows several Elliott wave cycles. The first one occurred in the 1930s and 1940s, during that period
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InflationThe FTSE 100, a key indicator of the UK’s largest companies, has been a point of concern for investors lately. The primary culprit? Its lack of exposure to the booming tech sector. Across the pond, the S&P 500 in the US has been on a tear, fueled by the strong performance of tech giants. These
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