Kylin Prime Group

29/03/2021

Last week we heard From Federal Reserve Chair Jerome Powell on numerous occasions as he sought to quell the market driven appetite for US Treasury bonds. As he continually reiterated the Fed’s cautionary stance, it was just enough to halt the continuation of the move and brought renewed US Dollar buying. Read More:

Last week we heard From Federal Reserve Chair Jerome Powell on numerous occasions as he sought to quell the market driven appetite for US Treasury bonds. As he continually reiterated the Fed’s cautionary stance, it was just enough to halt the continuation of the move and brought renewed US Dollar ...

22/03/2021

The stock markets started Monday with a cautionary approach with politics and central banking going head to head in Turkey leading to President Erdogan dismissing the head of the central bank. The markets looked to see which global Banks and companies had exposure to Turkey, with Turkish credit default swaps being in heavy demand.

The stock markets started Monday with a cautionary approach with politics and central banking going head to head in Turkey leading to President Erdogan dismissing the head of the central bank. The markets looked to see which global Banks and companies had exposure to Turkey, with Turkish credit defa...

15/03/2021

As has been the theme in the last 3 weeks the Treasury yields led by in particular the US sector continue to consolidate around the 1.6% area, appearing to shrug off the more cautionary approach the globes central bankers want to take. Read More:

As has been the theme in the last 3 weeks the Treasury yields led by in particular the US sector continue to consolidate around the 1.6% area, appearing to shrug off the more cautionary approach the globes central bankers want to take.

08/03/2021

The US Dollar remains firmly on the front foot as the markets continue to test the resolve of the Central Bankers over the speed of a normalisation of interest rates. Last week we saw Jerome Powell opt not to differ in his views as a long slow steady rate path. Read more:

The US Dollar remains firmly on the front foot as the markets continue to test the resolve of the Central Bankers over the speed of a normalisation of interest rates. Last week we saw Jerome Powell opt not to differ in his views as a long slow steady rate path.

01/03/2021

With the bond market viewed by many as the dog that wags the markets tail, it seems the financial community are not buying into the Federal Reserve’s lower for longer dovish stance on rates. Read more:

With the bond market viewed by many as the dog that wags the markets tail, it seems the financial community are not buying into the Federal Reserve’s lower for longer dovish stance on rates, with the Bond market pulling forward the forecast on when we could see that liftoff into 2023.

19/02/2021

This week saw the bond markets and in particular the US bond markets wake up to the possibility of life beyond the pandemic with bond yields increasing by as much as 0.8% buoyed by optimism for an economic recovery post pandemic. Read more: http://bit.ly/2M8GzY0

12/02/2021

As we welcome in the Lunar New Year, it is with the hopes that this will be a better year. Yet despite the global impacts of the pandemic global stock continue to sustain the upward trajectory with the US markets leading the way. Read more:

As we welcome in the Lunar New Year, it is with the hopes that this will be a better year. Yet despite the global impacts of the pandemic global stock continue to sustain the upward trajectory with the US markets leading the way.

05/02/2021

Whilst we had become used to positive stocks meaning weaker dollar there was a clear disjoint from this as the US ramped up their vaccination program. Suddenly the US Dollar became more in demand in its own right, rather than a by-product of the stock market moves. Read More: http://bit.ly/36La3Cu

29/01/2021

The headlines this week are more on the emerging theme of the Retail trader taking on the might of the Hedge Fund community. This was repeated over a number of US stocks and brought unforeseen volatility to a market that didn’t need it, thus a flight to de risk and deleverage. Read more:

The headlines this week are more on the emerging theme of the Retail trader taking on the might of the Hedge Fund community. This was repeated over a number of US stocks and brought unforeseen volatility to a market that didn’t need it, thus a flight to de risk and deleverage.

22/01/2021

With earning season delivering well and a sea of green on numbers from the US companies in particular Banking, the trajectory of stocks for the large part of the week was to the upside with the dollar weaker on the ‘risk’ safe haven play and the outlook heavily indicating a continuation of this pattern. Read more:

With earning season delivering well and a sea of green on numbers from the US companies in particular Banking, the trajectory of stocks for the large part of the week was to the upside with the dollar weaker on the ‘risk’ safe haven play and the outlook heavily indicating a continuation of this ...

15/01/2021

Biden has begun his pre-inauguration tenure with a strong start, bringing a $1.9 trillion dollar stimulus package to the fore. So with the Government and Central Bank stimulus firmly in place, it's of little surprise that the equity markets are enjoying the buoyancy that we are seeing. Read more: http://bit.ly/3ifpGGF

08/01/2021

Despite the global embarrassment caused this week, investment into US equities sits at its highest historical levels, with returns on investment far eclipsing coupons on bonds its unsurprising we see fresh money coming in. Read more: http://bit.ly/3bkKGu1