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Commentary

Canso September 2013 Market Observer

The potential end to “quantitative easing” hit the global bond market hard in the middle quarters of 2013. Yields soared in the bond market, as the chart below shows. The 30 Year U.S. Treasury yield…
Commentary

Canso July 2013 Market Observer

Professor Bernanke and the Federal Reserve really did it this time! There is real fear of rising interest rates for the first time in the two years since the Euro Debt crisis of 2011. Actually,…
Commentary

Canso June 2013 Corporate Bond Newsletter

Surprise, Surprise, Surprise! … Gomer Pyle, USMC. Read the full newsletter at the link below. Canso September 2013 Market Observer…
Commentary

Canso April 2013 Market Observer

“A banking crisis replete with political machinations in a very small and previously obscure country on Europe’s periphery…” Read the full newsletter at the link below. Canso September 2013 Market Observer…
Commentary

Canso January 2013 Market Observer

“Half a year ago the chorus calling an end to the euro reached a crescendo. Among the chief doom-mongers were some of the world’s leading economists and investors, many of them based in the United…
Commentary

Canso October 2012 Market Observer

Since the United States dollar remains the global reserve currency, the latest heroic efforts of Federal Reserve Chair Ben Bernanke matter globally. Truth is often stranger than fiction and the storyboard above is close to…
Commentary

Canso July 2012 Market Observer

The global financial markets fell back into a familiar despondency in the second quarter of 2012. The smoldering Euro zone crisis flared up again in May into full crisis mode, stoking fears of another financial…
Commentary

Canso April 2012 Corporate Bond Newsletter

Investment strategists and bond managers around the globe weren’t going to be fooled again. They were bearish on the prospects for bonds at the start of 2011 and bullish on risk assets. The Euro debt…
Commentary

Canso April 2012 Market Observer

We ended last year with terrified global financial markets fixated on the “debt crisis” in Europe’s periphery. The financial end was nigh to the financially naïve in the thrall of their flat screen televisions. Your…

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