by confoundedinterest17 The April 29th Treasury auction produced some very European/Japanese-like results. As in a 0% 4W high yield rate. And thanks to Green Man (Fed Chair Jay Powell), the Fed’s System Open Market Account Holdings of Treasury Bills soared in 2019/2020 …
by confoundedinterest17 Treasury managed to sell $24 BILLION in 30 year Treasury bonds. The high yield rate was 2.32%. The result? The 30Y-2Y Treasury slope declined along the the 10Y-2Y slope. Good news for the already blistering housing market.
U.S. yields at 2% may trigger an adverse event according to Nouriel Roubini. Inflation is coming has been the signal sent from bond markets. More money moving into the stock market. Value stocks have seen more inflows and tech stocks …
US 🇺🇸 DOLLAR FINALLY BREAKING DOWN?🤔 pic.twitter.com/YgJB7Ai6Ce — Win Smart, CFA (@WinfieldSmart) March 31, 2021 US bond yields rise as new spending binge is unveiled. pic.twitter.com/BD95MCfvd7 — Daniel Lacalle (@dlacalle_IA) March 31, 2021 There is no way in which the …
by td0000001 I have noticed that a lot of here can’t read so of course I decided to write up about Bonds. Who cares nobody is going to read it anyways. A bond is a loan. When you buy a …
The ongoing tussle between the Reserve Bank of India (RBI) and government bond traders has seen a fresh twist. In a historic first for the Indian bond market, the central bank on Friday enabled quotes for negative yields on government …
by David Brady via Sprott Money When it comes to FOMC meetings, I always say “Don’t trust the first move” immediately after the announcement and the follow-up press conference. Yesterday was no different. The initial response to the announcement was that the Fed …
by Matthew Levy, CFA March Madness started on Thursday (Mar. 18), but stocks got the jump on their own brackets this week. Let’s dive in. Although Wednesday (Mar. 17) saw the indices have a nice St. Patrick’s day green reversal thanks …
Authored by Daniel Lacalle, How can a a small rise in bond yields scare policymakers so much? Ned Davis Research estimates that a 2% yield in the US 10-year bond could lead the Nasdaq to fall 20%, and with it …
via @TaviCosta: These rates tend to converge as we approach the end of economic cycles. Just like the tech & housing bubble peaks! Classic head-and-shoulders pattern. Look out. New video & letter out soon.
by Kimble Charting Crude Oil, Stocks, and Yields have experienced a high degree of correlation over the past few months. All three peaked together near the end of September and all three bottomed together near Christmas. This month a big divergence is …
by Lance Roberts With the month of February now officially in the books, we can take a look at our long-term monthly indicators to see what they are telling us now. Is the bull market back? That’s the answer we …
By The Phoenix Yesterday’s article caused quite a stir. I wish that represented the worst of what’s to come, but it doesn’t. Prepare to be taxed. The growing mantra from the political class is that “the wealthy aren’t paying their fair …
via @HenrikZeberg: “#Deflation” or “#Disinflation” have been my call for a long time. We are not out of Kondratiev’s winter yet. We haven’t seen the all events which unfold during K’s winter. Still to come Pension Funds Crisis, Currency Crisis, Run …
by Tom McClellan If you want to know what long term bond yields are going to do, you don’t need some fancy econometric model that incorporates GDP growth, unemployment rates, factory utilization, and all of the many other data series that …
by Shaun Richards Let me welcome you all to 2019 as we advance on another new year. I hope that it will be a good one for all of you. As I look at financial markets there has been a …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter By Don Quijones, Spain, UK, & Mexico, editor at WOLF STREET. To the white-knuckle end, 2018 has been a terrible roller coaster ride for Spanish supermarket chain Dia, once one of Europe’s biggest grocery chains. The firm’s shares, …
by Glenn West (follow Glenn on Twitter) of West Pacific Trading Analytics What are Bond Rate Yields Signaling Into This Rate Collapse? Confidence is such a game… Is this a market crash or something more? If markets hold above 2018 lows, than it is …
by Shaun Richards One of the features of the credit crunch era has been the falls in first world interest-rates and bond yields. The first phase saw the slashing of official short-term interest-rates and once that was seen to be …
BY JOHN MAULDIN The US Treasury has closed the books on Fiscal Year 2018, which was another debt-financed failure. The federal government spent above $4.1 trillion in FY 2018. It had to borrow $779 billion on budget and a few hundred …
As we endure the 2nd major correction in equities this year, the performance of yields on UST suggests something has changed. Instead of falling sharply when equities swoon, yields went sideways, chart @michaellachlan @FT https://t.co/loZDrUag7q pic.twitter.com/4lLzF5cFu7 — ACEMAXX ANALYTICS (@acemaxx) …
This article was written by Colin McWey, CFA, Portfolio Manager The recent upward march of yields on the 10-year Treasury bond have brought volatility to growth stocks and growth investors… but may be welcome news to value investors. As you can …
by cbus20122 Real bond yields have risen higher in the past year (after being negative for a long time). For people who don’t know what this means, real yield is basically the rate of return on a bond vs. the …
via CNBC The recent spike in the 10-year Treasury yield probably won’t continue for much longer, BlackRock global fixed-income CIO Rick Rieder told CNBC on Monday. Rieder, who oversees about $1.85 trillion in bond assets for the world’s largest money manager, also predicted that the Federal Reserve was …
by Shaun Richards The last week or so has brought a theme of this blog back to life and reminds me of the many years I spent working in bond markets. They have spent much of the credit crunch era …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter Ironically, after having lamented the flattening yield curve for a year, soothsayers are now lamenting the steepening of the yield curve. On Friday, capping a rough week in the US Treasury market, the 10-year yield closed …
via John Stepek The ten-year US Treasury yield is arguably the most important interest rate in the world. Yesterday, it hit its highest level since 2011. This morning it’s still rising – heading above 3.2%. It’s not so long ago that …
by QuantalyticsResearch US Stocks Global stocks are dropping this morning as US treasury yields continue to rally after the yield on the US 10-year hit the highest level since 2011 in yesterday’s trading US Federal Reserve Chairman Jerome Powell, during a …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter An entire generation working on Wall Street has never seen Treasury yields this high. The one-month treasury yield rose to 2.0% yesterday at the close and is at about the same level today, the highest since …
via confoundedinterest: (Bloomberg) — Short-end U.S. rates have been buoyed by a tightening of Federal Reserve policy and an increase in issuance, and the U.S. Treasury on Monday sold $51 billion of three-month bills at 2 percent, the highest rate for an auction of …