Negative Real Junk Bonds

by UPFINA The long term trend has been towards online shopping, but brick and mortar stores are still prevalent for many types of goods and services. It might be a great time to invest in brick and mortar stores because competition …

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Bonds & Bitcoin Bounce-Back As Stock Market ‘Complacency’ Reaches 20-Year High

And stocks flip-flop again as Small Caps lag (after leading yesterday) and Nasdaq outperforming (after lagging yesterday), even though late-day ugliness took everything red… A late day surge of selling hit the entire market around 1525ET.. Source: Bloomberg https://www.zerohedge.com/markets/bonds-big-tech-bitcoin-bounce-back-complacency-reaches-20-year-high?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29

Taper Is Coming: Got Bonds?

by Michael Lebowitz Taper Is Coming: Got Bonds? The solid economic recovery and easing of COVID restrictions lead us to believe a tapering of QE may not be far off. Further supporting our opinion, inflation has fully recovered to pre-pandemic …

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Bonds vs Stocks and Short Term Returns: Now is not the Time to Panic

by Kaawumba Robert Shiller has discovered a backward looking metric, which he calls Excess CAPE Yield (ECY), that shows a correlation with future returns. He discusses it in a blog post (https://www.project-syndicate.org/commentary/making-sense-of-soaring-stock-prices-by-robert-j-shiller-et-al-2020-11), but doesn’t go into that much detail. He does …

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Bonds Getting Blown Out – Rates Rising – Biden Already Set to Break “No Taxes Unless You Earn $400k+” Pledge – Will Propose $1 Trillion in New Taxes

This could get ugly fast. Ten year yield just hit 1.75% This could be the end of a 40 year bull market in bonds/40 year bear market in rates. View post on imgur.com https://finviz.com/futures_charts.ashx?t=BONDS&p=d1 Philly Fed Explodes To Highest Since …

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Run On Aramco Bonds Could Sideline IPO

By Charles Kennedy The Saudi plan to use their state-run oil giant, Aramco, as a piggy bank panned out fabulously for the Kingdom on Tuesday, with international investor demand topping $100 billion in Aramco’s first-ever foray into international debt markets. …

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The World Is Burning Again: 10 Year Bonds Are Collapsing, 3mo-10yr Spread Negative For First Time Since 2007, Recession Odds Are Soaring

the world is burning again pic.twitter.com/qxH4eO9znW — Alastair (@StockBoardAsset) March 22, 2019 https://twitter.com/MacroTechnicals/status/1109483329638858752 IHS Markit said Friday that manufacturing activity in Germany dropped to its lowest level in more than six years in March. In France, manufacturing and services slowed …

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Junk bonds lose 43% of their value from here as this chart suggests we will be in a depression…..Gundlach: “By historic standards 62% of Triple B rated bonds should be considered junk status right now BUT are not”

Monster rally in U.S. junk-bonds currently underway. pic.twitter.com/W11bqrupdm — Tracy Alloway (@tracyalloway) January 8, 2019 Gundlach: "By historic standards 62% of Triple B rated bonds should be considered junk status right now BUT are not" — John Caruso 🌐 (@JCarusoRJO) …

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