Michael Lebowitz Blog | Talkmarkets | Page 1
Founding Partner - 720 Global and Partner at Real Investment Advice
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As a strategic investment consultant, 720 Global focuses on enabling our clients, professional investment managers, to raise their quality of service and increase profitability. Our services provide you with expertise in capital markets, macroeconomic research and analysis, asset allocation, ... more

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The Mendoza Line: Is The Fed’s New “Yield Curve” Professional Grade?
The yield curve serves as an indicator of future recessions. Since at least 1975, an inverted yield curve, which occurs when the 2yr U.S. Treasury note has a higher yield than the 10yr U.S. Treasury Note, has preceded recessions.
The Uncivil Civil War: Economic And Market Implications Of Political Transformation
Currently, the market seems indifferent to the recent wave of political upheaval. The relative stability in the economy and strong performance of stocks over the last few years is likely mesmerizing many investors.
Monthly Fixed Income Report – June 2018
Over the last 30 years, IG and U.S. Treasuries have provided investors a reasonable hedge in times when equity markets declined.
Weak Dollar Policy And Commodities
Trump’s campaign promised fair trade and a resurgence in U.S. manufacturing. While there are many ways he may accomplish this task, the most expeditious would be a weak dollar policy.
Monthly Fixed Income Report – May 2018
Despite a challenging start to the year and recent turmoil in some European bond markets, U.S. fixed income markets perked up in May with five of the seven primary fixed income sectors posting positive monthly returns.
Our Two Cents On The Dollar
Despite the recent uptick, the dollar has been steadily declining since the presidential inauguration, and the positive and negative implications of the trend are becoming more evident to politicians, economists and investors.
The Headwind Facing Housing
If interest rates do indeed continue to rise, there is a lot more risk embedded in the housing market than currently seems apparent as these and other dynamics converge.
What Do CO2 And MLB Have To Do With German Bunds?
The level of Carbon Dioxide (CO2) spewing from the Mauna Loa volcano in Hawaii influences the yield of German ten year Bunds.
Stoking The Embers Of Inflation
Monetary Velocity, an oft-misunderstood metric that quantifies the pace at which money is spent, has recently shown signs of rising after trending lower for the better part of the last decade.
Viewing Employment Without Rose-Colored Glasses
Low initial jobless claims coupled with the historically low unemployment rate are leading many economists to warn of tight labor markets and impending wage inflation.
Nowhere To Hide
Correlation is a statistical measure that quantifies the relationship between two financial assets or securities.
Is Hypervolatility Signaling A Bottom?
When volatility is signaling heightened concerns and possibly warning that the long-term trend might be changing, caution and attention are warranted.
Triffin Warned Us
Trade negotiations and threatening global tariff volleys are contributing to significant volatility in the financial markets.
Quick Take: The Real Catalyst Behind Monday’s Tech Beating
The real lead is that the market is perched at unprecedented valuations and as such is uniquely vulnerable to sharp declines.
Contours Of The Correction
Despite the recent correction, the U.S. equity markets still easily lead all major global markets in terms of valuation. This is not a cause for optimism, it is a sign of extended risk.
Quick Take: GDP Linked Bonds?
There is a core concept in finance that states that an investor should be properly compensated for the amount of risk taken.
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