Oppenheimer says sell those bonds and buy emerging markets
U.S. retail investors have gone way overweight in fixed income since the 2008 financial crisis, and could be missing opportunities in equities, particularly emerging markets equities.
Tag Archives: bond market
How could a Euro bond happen?
Apparently there is movement amongst euro zone leaders calling for a Euro bond as the hail Mary solution to the European Union’s problems. Whether it happened tomorrow or some time down the road, how would the EU implement such an asset?
Russian market waiting on U.S. economic reports
Russia’s stock market started the week in the green on the back of Greek opinion polls indicating overwhelming support for the new Democratic Party that is in favor of Greece being responsible for its debt liabilities and remaining in the euro zone.
Indonesia debt sale indicates safe money exiting Europe
Indonesia has sold $2.5 billion in 10- and 30-year bonds, taking advantage of low borrowing costs after Fitch and Moody’s upgraded the country to investment grade status in December and January, respectively.
Morning coffee brief
A quick look at what happened in overnight trading – the euro zone is showing strength with the S&P Europe 350 trading up 1.11% at the mid-day with leadership in the financial sector.
Will Italy's austerity package soothe the markets?
Turmoil in European bond markets eased somewhat after Rome passed a tough new budget that, among other things, forces Italians to make co-payments for otherwise free medical care.
