Last year I wrote an article on what to look for when the Fed unwinds its QE program: Quantitative squeezing – what you need to know. Since the start of QT (quantitative tightening) the stock market is more or less flat and long term bonds are down about 10% yoy. Let’s have a look at… Continue reading Putting the QE toothpaste back in the tube
Tag: quantitative squeezing
Quantitative squeezing – what you need to know
Stock markets keep inching higher and people probably start thinking that nothing can bring them down. Real volatility has also dropped to new all time lows. That’s strange because there is unusual uncertainty on the horizon already. The US Fed has announced that it will start unwinding its decade old QE programs and that’s something… Continue reading Quantitative squeezing – what you need to know
The Euro and the Nasdaq
Stock markets are stagnating just below their recent record highs. The Nasdaq gained 89 points in the recent lunar red period, which is the best performance in a red period since early February. Is this the start of another major rally? Or just a fake-out before a significant decline? It is hard to tell right… Continue reading The Euro and the Nasdaq