Notes from Vijay Gaba's Diary

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Showing posts with label yields. Show all posts
Showing posts with label yields. Show all posts
Wednesday, October 16, 2024

Some random thoughts

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Myth of free market A fundamental principle of economics is that “in a ‘free market’ current price of anything having an economic value is...
Thursday, September 19, 2024

Fed covers ground with a stride, does not look in a rush

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Ending the weeks of intense speculation, anticipation and debate last night, the Federal Open Market Committee (FOMC) of the US Federal Rese...
Tuesday, August 27, 2024

Staying put for now

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The US Federal Reserve (Fed) Chairman Jerome Powell has provided the much-anticipated fuel to the US markets, which appeared running out of ...
Wednesday, July 10, 2024

2H2024 - Market strategy and outlook

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(Note: I had last shared my investment outlook and strategy for the financial year FY25 in April 2024. Since then, there have been some chan...
Tuesday, August 29, 2023

Sailors caught in the storm

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  I have often seen that when we fail to find solutions to our problems with the help of science and economics, we tend to look towards the ...
Tuesday, October 18, 2022

Markets walking a tightrope

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The present narrative in the global market is definitely not comforting. In the developed western economies, in particular, even the investo...
Thursday, September 29, 2022

A trading opportunity in gold

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  In the past one month, the bond yields in most of the developed world have risen sharply, devastating the bond portfolios, especially the ...