Author profile

Carlo Putti

Years in the bond markets: 3

Specialist subjects: Macroeconomics and IG credit

Likes: MotoGP, Football and Italian pizza

Heroes: Valentino Rossi, Steve Jobs and Donald Duck

BVTV: What a week that was. Powell, US tax reforms, and BoE hike

There was no shortage of topics up for consideration for today’s BVTV: Jerome Powell’s nomination as next Fed chair, further clarity around President Trump’s much touted US tax reform plans, and the UK’s first interest rate rise for 10 years.

With Powell’s nomination very much perceived as preserving the US monetary policy status quo, it’s the latter two developments that I have focused on this…

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This week on BVTV

It was just about 3 years ago the market was getting very relaxed about the global economy, asset prices were rich and volatility was very low…then the market sold off. Today it feels like we are back to that situation: a recession seems very unlikely, but can we experience another market correction? In this episode of BVTV we highlight 3 things that could potentially lead to a correction in th…

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This week on Bond Vigilantes TV

We used to have bear and bull markets, now we have a “chameleon market” to keep us on our toes.

In this week’s edition we will be joined by Richard Woolnough, Fund Manager.

Tune in and listen to our latest thoughts:

  1. Is the Fed already behind the curve?
  2. The never ending saga of the Eurozone…
  3. Special edition: Richard Woolnough’s insight into the credit markets

 

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This week on Bond Vigilantes TV

Join us on Bond Vigilantes TV, where this week we discuss:
1) 2016 – a quick review
2) recent government bond yield sell-off – was it really that big?
3) Eurozone inflation – back, but for how long?

Tune in for the charts, articles and the Bond Vigilantes team’s thoughts on the stories making the headlines in the bond markets this week.

 

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