Stay informed with free updates Simply sign up to the Sovereign bonds myFT Digest — delivered directly to your inbox. Japanese investors have been selling Eurozone government debt at the fastest pace in more than a decade, with analysts warning that the move by one of the bloc’s cornerstone bondholders could lead to sharp market … Read more
Posted January 20, 2025 by Ben Carlson Today’s Talk Your Book is brought to you by PIMCO: See here for more information on PIMCOs Active Core Bond ETF On today’s show, we discuss: Why rates have been going higher the past month If the Fed will get us a soft landing Why credit spreads are … Read more
One of my favorite market datasets just got its annual update. Aswath Damodaran at NYU publishes a yearly update of returns for stocks (S&P 500), bonds (10 year Treasuries), cash (3-month T-bills), real estate, gold and inflation going back to 1928. Plus this year he added small caps to the mix.1 These are the long-term … Read more
Artemis has learned that FEMA has increased its estimate for National Flood Insurance Program (NFIP) losses from hurricane Helene, raising the figure to $6.75 billion and as a result two FloodSmart Re catastrophe bond tranches have had their maturity dates extended, with partial repayments of principal to be made.The U.S. Federal Emergency Management Agency’s (FEMA) … Read more
What caught my eye this week. The first few days of a new year are often an anti-climax. It turns out the problems we had last year aren’t magically wiped away by how human beings decide to formally turn a page. However this time there’s déjà vu in the mix too. Because early 2025 has … Read more
