Isaac Poole

Isaac Poole


Ignoring China Gov't Bonds is not an option

Ignoring China Gov't Bonds is not an option

(ATF) At the end of 2019, 10-year US Treasury bonds were yielding around 1.92%. Sovereign bonds were unloved by international investors. Yields above 3.00% – as recently as late-2018 – were too fresh in the market’s collective memory. The consensus view was that yields were too low to offer any ...

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Poole on Point: Alpha seekers head to China

Poole on Point: Alpha seekers head to China

(ATF) On August 18, the S&P 500 extended its post-Covid-19 rally and reached record high levels. The collapse caused by the epidemic in March almost seemed a distant, unpleasant memory.Reaching a record high was once remarkable. New US equity market price records were achieved roughly every decade since the 1940s.A ...

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As Fed shifts inflation goal, gold and dollar will face headwinds

As Fed shifts inflation goal, gold and dollar will face headwinds

Last week, the US Federal Reserve shifted its inflation goalposts. Fed Chair Jerome Powell told investors the Fed would aim for an inflation rate of 2% on average. It seems a small change. After all, the Fed was already targeting a fixed 2% inflation rate. But moving to an average ...

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