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bonds

Bonds Are High Risk-Low Reward

Since stocks dipped last week, I’ve heard the chatter (again) about how a 3% 10-year note has suddenly created a…

Higher Yields Are Telling The Story Of Higher, Hotter Growth

May 15, 3:00 pm EST The move in the 10-year yield was the story of the day today.  Yields broke back…

The Bank Of Japan Will Rock The Interest Rate Market, Maybe Tonight

January 22, 7:00 pm EST We talked last week about the prospects of a government shutdown and the little-to-no impact…

The Next Big Adjustment Will Be In Rates

January 22, 9:00 am EST Last week we talked about the big adjustment we should expect to come in the…

Shorting The German Bond Market May Be The Most Lucrative Trade Of The Year

January 11, 4:00 pm EST Yesterday we talked about the move underway in interest rates.  And we talked about the media's…

Break Of Nearly 40-Year Downtrend In Rates Was Cemented On Election Night

January 10, 4:00 pm EST We talked yesterday about the move underway in market interest rates. Today the yield on…

Oil Projecting $80, Rates Will Follow

January 9, 4:00 pm EST Interest rates are on the move today. So is oil. And the latter has a…

Why Yields Have Done Nothing Despite Five Fed Rate Hikes

December 14, 2:19 pm EST The Fed decided to hike interest rates by another quarter point yesterday.  That was fully…

Should We Brace For Some Financial Market Waves?

November 14, 2017, 4:00pm EST As we’ve discussed, in the post-election world (of last year) we’ve had a passing of…

The Saudi Asset Grab May Be Forcing Selling Across Global Stocks, Bonds, Gold

November 13, 2017, 4:00pm EST Into the latter part of last week, we had some indiscriminate selling in some key…