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  Analysis: II Highlight   Archive

This free-to-view area features articles from Investors Intelligence analysts and reports and reviews on IIís analysis published on other websites and publications. 


II Highlight 
16 July 2010

In addition to II's well-known equity services, we also provide coverage of many other global financial markets including international fixed income. In the attached document (click here to download), Jackson Wong surveys trends in the international bond and money markets.

Here's an extract:

The implosion of Lehman Brothers in 2008 marked a tumultuous period in the bond markets. Two years on, we assess the subsequent developments in the context of  (1) policy rates and (2) 10-year bond yields.

Notable developments:

  • Europe Huge divergence in bond yields, due to the ongoing debt deation in
  • Greece, Spain and others.
  • Japan Major deation risk.
  • US Long-term bond yields remain bearish, forming bases that could potentially last for some time. High yield bonds a potential short.
  • Asia ex-Japan Inationary expectations softened, but could turn hawkish in the next 12 months as the regional economic growth picks up.
  • Central banks Emerging and commodity related economies are growing reasonably fast, forcing central banks in these countries to raise policy rates. A few more
  • hikes could threaten booming markets, such as Australian housing.

Download the presentation to read the report. If you would like to know more about our Fixed Income Hotline, see the following linK: http://www.investorsintelligence.com/x/fixed_income_hotline.html


US Sentiment holds the key
The Advisors Sentiment Survey continues to provide advance warning of major market turning points.  
The analysis and data regularly feature in the international financial press as a key indicator of market reversion.
Examples of these articles can be found on Barrons, NY Times, and Investor's Business Daily.
Read what CNBC said about the biggest switch in sentiment for 7 years.
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