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Bonds

bonds

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Weekly Commentary: Revisiting “Coin in the Fuse Box”

September 17 – Wall Street Journal (Greg Ip): “Can words take the place of actions? The Federal Reserve hopes so. On Wednesday it issued a policy statement promising to get inflation above 2%. In their accompanying projections, officials indicated that would mean keeping interest rates

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Bonds
Allison BoxerJoachim Fels

The Fed's New Guidance: Surprising Is Not Convincing

On 16 September, the Federal Reserve surprised many observers by releasing new forward guidance on interest rates earlier than anticipated. This follows another earlier-than-expected release of its framework review conclusions during the Jackson Hole symposium last month (for details, see our blog post on the

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Thursday’s News Links

[Reuters] Stocks buckle, dollar stirs as divided Fed disappoints [Yahoo/Bloomberg] Stocks Fall, Bonds Gain as Recovery Risk Lingers: Markets Wrap [Reuters] Oil steady as demand worries revive, crews return to U.S. Gulf rigs [Reuters] U.S. weekly jobless claims stuck at higher levels [Reuters] Fed defends ‘pedal to the metal’ policy

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Bonds
Chris Kimble

Is 30-Year Bond Bull Market Coming To An End?

An important support test is at hand that will go a long way in answering this important question. This chart looks at the yield on the 10-year note inverted, on a monthly basis. By inverting yields, this chart now resembles the price of bonds. Over

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Bonds
Investing.com

ECB Asset Purchases Overwhelm Stunted European Bond Markets

Whereas the Fed has a deep and liquid bond market to work with, including the $20 trillion in outstanding Treasury securities, the ECB must do with Europe’s underdeveloped bond markets. Germany, the biggest economy in the bloc, has prided itself on not having to issue

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Bonds
Zachary Storella

10-Year Note Speculators Bets Entered New Bullish Standing

The non-commercial futures contracts of 10-Year Note futures, traded by large speculators and hedge funds, totaled a net position of 9,507 contracts in the data reported through Tuesday, September 8th. This was a weekly gain of 22,984 net contracts from the previous week which had

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Bonds
Scott A. MatherAnmol Sinha

The Role of Bonds in a New Era of Low Yields

August 2020 was a month for the record books, just a few months removed from quite possibly the deepest but shortest recession in modern times. With U.S. 10-year Treasury yields setting record lows, and U.S equities (S&P 500) hitting record highs, some investors are questioning

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