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The bond market continues its downward trend amid rising bank liquidity deficits and Bank Al-Maghrib's interventions. Long-term rates are declining, supported by prudent Treasury management. Primary...
The Fed’s emergency rate cuts aim to reduce government debt service costs but risk pushing long-term interest rates higher, worsening consumer debt burdens. Despite past rate...
The bond market and Treasury investments experienced notable fluctuations during the week of September 12, 2024. A widening banking liquidity deficit of 145 billion dirhams coincided...
The Dow Jones has seen significant growth, advancing from 10,847 in 2006 to 41,198 in 2024, a 280% increase. However, the market is now experiencing a...
My recommendation on the debt market is to leave it alone and watch this show from afar. I say that knowing this advance in bonds may...
Stocks rallied this past week on thoughts that chaos in bond markets could bring an end to QT. While we believe that this is no more...
This week we look at Russia's forced default and rising energy and food prices. The sharp rise in food prices is a bad omen that could...
In the past two weeks, Mr Bear was a bad bear, with his five Dow Jones 2% days, and one NYSE 70% A-D day. They had...
The world really was a much better place when my grandfather could save 10% of his wages at 4% at a local bank to provide for...
In 2020, the run on the bond market was great. A great thirst for cash met with decisive support from central banks. Currently, about $8 billion...