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’Bond: ‘The markets have cornered the political establishment’
Posted by Paul Murphy on Mar 04 18:15. Comment.The Reinhart/Rogoff orthodoxy of the moment tells us that yawning government deficits lead to years of sub-par growth as a big dose of austerity is applied in order to balance the books. Read the authors of This Time is Different on the subject or check with Bill Gross. More…
Bond on bonds – disaster ahead
Posted by FT Alphaville on Feb 11 19:05. Comment.By the FT’s Chris Flood
Government bond markets are facing a decade of “disastrous returns”, according to Tim Bond, head of asset allocation at Barclays Capital.
Bond reckons unfavourable demographic trends mean long term-yields in the US and UK will double from current levels over the next ten years, More…
The great wall of cash
Posted by Neil Hume on Oct 06 16:30. Comment.Just how much cash is sitting on the sidelines? That’s a question many people are asking right now, with seemingly everything (except the US dollar) rising.
Fortunately, Tim Bond, the head of asset allocation at Barclays Capital, More…
Tim Bond reckons the real risk is on the upside
Posted by Paul Murphy on Sep 24 16:40. Comment.Having generally called both equity and credit markets 100 per cent right over recent months, Barclays Capital’s head of global asset allocation is now rubbing salt into the wounds of those who failed to believe (including the beleaguered H&M Capital Management). More…
Gross v Bond, or Pimco v BarCap: The debate flares
Posted by Gwen Robinson on Jul 30 11:30. Comment.Much debate in the blogosphere on Thursday about “Pimco versus Barclays” – or rather, “Bill Gross v Tim Bond” following the FT’s publication of a distinctly bullish piece by Tim Bond, head of asset allocation at Barclays Capital, More…
Bond: ‘History is bunk’
Posted by Paul Murphy on Jul 09 16:48. Comment.From Tim Bond, BarCap’s thoughtful head of global asset allocation (and an incurable bull, by the looks of things):
Existing data confirms that a sharp improvement in the US labour market is due over the next three months. More…
Compare and contrast
Posted by Neil Hume on Jun 03 10:20. Comment.Both face years of towering governments debts and the threat of hyperinflation, but while the US dollar plunges against seemingly everything, the Great British Krona continues to march higher.
The dollar index: More…
BarSlap!
Posted by Paul Murphy on May 28 17:10. Comment.Tim Bond, the Barclays Capital strategist, is having none of this bearish pessimism that has gripped markets since Bill Gross said the US could lose its triple A status and Marc Faber invoked the Z-word when discussing the prospects for American inflation. More…