U.S. Real Yields and Gold (Leading Indicator)

U.S. Real Yields and Gold (Leading Indicator) Chart suggesting that real yields could fall further, either through lower rates or higher inflation expectations. Image: Bloomberg

U.S. Zombie Companies and U.S. 10-Year Real Yields

U.S. Zombie Companies and U.S. 10-Year Real Yields Chart showing that the percentage of zombie companies continues to rise as U.S. 10-year real yields fall. Image: Arbor Research & Trading LLC

Global Real Yields Since 1805

Global Real Yields Since 1805 Negative real yields are an “opportunity” for any government to refinance their debt. Image: Deutsche Bank

Falling Real Yields Allow Zombie Companies to Live On

Falling Real Yields Allow Zombie Companies to Live On The cost of extended monetary easing: the percentage of zombie companies continues to rise as U.S. 10-year real yields fall. Image: Arbor Research & Trading LLC

Gold vs. U.S. 10-Year Real Yield

Gold vs. U.S. 10-Year Real Yield The chart shows the nice correlation between the U.S. 10-year real yield (inverted) and the price of gold as a defensive asset Image: Saxo Bank

EUR/USD and Real 10-Year Yield

EUR/USD and Real 10-Year Yield Chart showing EUR/USD against real 10-year yield differentials, which are a fundamental long-term factor for currency pairs. Image: Societe Generale Cross Asset Research