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via CNBC: DoubleLine Capital’s Jeffrey Sherman tells CNBC that August’s exodus into long-term Treasurys could be “overdone” and cautioned investors from the momentum trade. Sherman, who serves as DoubleLine’s deputy … Read more
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter QE Unwind continues via the sharp drop in MBS. In August, the Fed shed Mortgage Backed Securities (MBS) at a rate that exceeded its self-imposed “cap” … Read more
by econimica Summary After 250 weeks without a purchase of Treasuries (since Oct. 2014), for the second week in a row, the Federal Reserve bought Treasuries. The $14 billion in purchasing … Read more
Cash and treasury would be the top performers in 2019. I am seeing weakness in emerging markets along with U.S. market, says Alastair Williamson to ET Now’s Aabha Bakaya and … Read more
This article was written by Rory Hall and originally published at The Daily Coin We are told China’s economy is hurting, the “trade wars” are working and bringing China to it’s … Read more
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter Where is the Fed’s “U-Turn” that Wall Street promised us? In June, the Fed shed Treasury securities at the slower pace announced in its new plan for … Read more
via zerohedge: JP Morgan got out ahead of many of its Wall Street peers two months ago when its chief economist laid out the bank’s view that it now expects two 25 basis … Read more
Investors have been expressing extreme enthusiasm for bonds. Is a turning point nigh? Chart price patterns are a useful aide in figuring out the answer …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter One of them is wrong. Watch out for it to snap in an ugly manner. When the economy goes into a downturn, even a plain-vanilla recession … Read more
from Zero Hedge Overall, U.S. total cross-border investment was an $8.1 billion outflow in March, consisting of: Foreign net selling of Treasuries at $12.5b Foreign net selling of equities at $23.6b Foreign net … Read more
Do you think that China and U.S. trade issues are playing a role in this situation? With the trade issues constantly applying pressure on both sides, both politically and … Read more
by John Ward After the 2009 Crash, the Queen asked why nobody saw it coming. After Crash2, there may well be bricks hurtling through her windows. The social change that will … Read more
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter The US Treasury yield curve is having some bad-hair days. It is overall flat-ish, but within this description, it is steepening at the short end, sagging … Read more
RT, Released on 1/9/18 Max interviews Karl Denninger of Market-Ticker.org about the markets in 2019 – can the Fed put lipstick on the market pig? They also discuss tech stocks, … Read more
via reuters: A worrying sign of inversion in the U.S. Treasury bond curve is dulling the appeal of the developed world’s highest-yielding bond market for foreign investors. Overseas investors are reviewing … Read more
Treasury International Capital flows showed Brazil the biggest buyer of Treasurys in August (followed by Ireland and France), but it was China and ‘ally’ Japan that dumped the most Treasurys … Read more