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Episode 14: New Hampshire primary and bond yields
Episode 14 - Part 1
New Hampshire primary – How will Wall Street React?
Published on: February 11th, 2020 • Duration: 7 minutes
In this episode, we talk about the surprises that occurred during the Iowa caucus. The uncertainties that the Democratic primaries are currently posing could provide a profitable, short-term trade for the U.S. Dollar once the New Hampshire primary results roll in. Then, we discuss the NFIB index and how the last reading came in lower than expectations, but still hit historical records. If the new reading comes in strong, small-cap stocks may experience a rally. Finally, in the After section, we review the US jobs numbers.
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Episode 14 - Part 2
Bond yields and US industrial production – What’s the story?
Published on: February 14th, 2020 • Duration: 6 minutes
In this episode, we discuss how most bond yields still live in negative territory and how closely the world is looking to the U.S. 10-year yield for indications of an economic meltdown. However, we then explain why the German 10-year bund yield is also a leading indicator for rates globally, a data point that investors should pay close attention to. Then we move on to talk about how US industrial production is expected to be dragged down by manufacturing, particularly steel. Finally, we review the new reports of the NFIB Small Business Optimum Index.
The content and information (“Content”) in the video programs (“Video Programs”) is provided for informational purposes only and not investment advice. You should not construe any such Content, information or other material as legal, tax, investment, financial, or other professional advice nor does any such information constitute a comprehensive or complete statement of the matters discussed. None of the Content constitutes a solicitation, recommendation, endorsement, or offer by Refinitiv or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. All Content is information of a general nature, is illustrative only and does not address the circumstances of any particular individual or entity. Refinitiv is not a fiduciary by virtue of any person’s use of or access to the Video Programs or Content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content in the Video Programs before making any decisions based on such information or other Content. In exchange for accessing and viewing the Video Programs and Content, you agree not to hold Refinitiv, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other Content made available to you through the Video Programs.
The Content and information in the Video Programs has been obtained from sources believed to be reliable, but Refinitiv makes no representation or warranty as to the accuracy, timeliness or completeness of the Content. Any opinion or recommendation expressed in the Video Programs is subject to change without notice. Refinitiv does not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Refinitiv disclaims all liability for any loss that may arise (whether direct, indirect, consequential, incidental, punitive or otherwise) from any use of the information in Video Programs. Refinitiv does not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstances. Refinitiv does not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in the Video Programs and should note that investment values may fall, you may receive back less than originally invested and past performance is not necessarily reflective of future performance