TANTRUMS WITHOUT TAPER What happened to keeping borrowing costs in check? All of a sudden, central banks are grappling with rising bond yields that could threaten recovery prospects. February is ending with some of the biggest bond moves in years, [...]

YIELD JOLT Higher U.S. Treasury yields have so far done little more than jolt equity markets off record highs.That will change if “real” yields -- adjusted for inflation -- take off.It was last year’s real yield plunge which sent cash flooding into [...]

GONG HEI FAT CHOY! It’s the Lunar Year of the Ox. Since the same Chinese character can be used to denote a bull, some investors might see that as a good omen for world markets. Higher bond yields could spoil the party [...]

GREENBACK GAIN The dollar bounce is confounding some who bet on a multi-year downtrend. Fed officials’ bullish prognoses for 2021 growth and Democrats’ determination to push through big-time stimulus may herald more gains. U.S. data hints at an economic rebound gathering steam [...]

A private residence club with a membership offering over 100 places to stay could be the best way to travel in 2021. Photo courtesy of Palazzo Ricci There have been several stories and statistics around the boom in real estate and particularly the second home in [...]

THE BIG SQUEEZE In just a week, the ‘Reddit crowd’ trade which squeezed out seasoned hedge funds from GameStop has gone global. Herding on the other side of bearish bets proved so profitable in GameStop and other shorted American stocks [...]