Aug.07 — Joachim Fels, managing director and global economic adviser at Pacific Investment Management Co., discusses the outlook for U.S. Treasury yields with Bloomberg’s Joe Weisenthal, Romaine Bostick and Caroline … Read more
Data for graph below from St Louis Fed. Data from here: fred.stlouisfed.org/series/T10Y3M Kinda scary, but short sellers made 25B on Monday h/t Methisthopheles
via Otavio (Tavi) Costa: Bond market clearly spelling trouble ahead for stocks. Can’t believe investors are still buying into this bullish insurance cut thesis.
by Mike Shedlock The long end of the yield curve continued its post-FOMC decline on poor manufacturing reports and new Trump tariffs. Bond yields were already in steep decline today … Read more
by Shaun Richards Much is happening in the economy of Germany right now and let me open with a perspective provided by when we looked at it on the 6th … Read more
by Simon Black 75 years ago this month, a group of 744 delegates from around the world gathered at the very posh Mount Washington Hotel in New Hampshire to build a … Read more
This is from this Bloomberg article The Black Hole Engulfing the World’s Bond Markets A bond can have a modestly positive coupon when issued by a government, institution or company, but … Read more
by SpontaneousDisorder Sources: twitter.com/lisaabramowicz1/status/1145978810615173120 www.google.com/search?q=greece+debt+to+gdp Spike on the left is euro crisis. Debt to GDP high as ever yet investors treating greek debt like its safe as houses.
by Natura Naturans The 10Y US Treasury yield is now down 11bps from the FOMC Statement, plunging back below 2.00% for the first time since November 2016, erasing almost the entire … Read more
Global bond #yields have fallen sharply over the past monthChanges from a week ago (week ending 7 June) #US #UK #GERMANY #JAPAN pic.twitter.com/IDtVBuBsav — 𝕮𝖍𝖎 🛢️ (@chigrl) June 10, 2019
(Bloomberg) — The rally in Treasuries has plenty of gas left in the tank, with 10-year yields on course to fall to record lows by year-end, according to Germany’s second-biggest … Read more
fred.stlouisfed.org/series/T10Y3M *10-Year Treasury Constant Maturity Minus 3-Month Treasury Constant Maturity (T10Y3M) Every time the difference between the 3 month and 10 year treasuries goes negative a recession ensues. A strong … Read more
… on Wednesday Germany reported that its economy appears to have finally hit major pothole as German unemployment unexpectedly surged for the first time in almost two years as the economic … Read more
Eurozone yields… Plummeting despite worsening growth and solvency. Welcome to financial repression. pic.twitter.com/dzJphzjoTQ — Daniel Lacalle (@dlacalle_IA) May 28, 2019