No Man’s Land And The Boilerplate Bond Chyron

No Man’s Land And The Boilerplate Bond Chyron

"Investors want to be long US Treasurys", a random analyst told Bloomberg TV on Tuesday evening, regurgitating what is, by now, a boilerplate line equally applicable on almost any given day. In the hours between the US close and the Asia open, I keep the talking heads on mute. The "long Treasurys" bit was a chyron, superimposed below a young woman from Saxo. Her remarks came on the heels of a predictable session in the US, where stocks stumbled a bit on Apple's revenue warning, and bonds were b
Subscribe or log in to read the rest of this content.

7 thoughts on “No Man’s Land And The Boilerplate Bond Chyron

  1. DId BMO see the prints coming out of Japan and Germany let alone what is going on in China? Or the fact that US growth peaked in mid 2018? Time to wake up and smell the coffee….. a slowdown is likely coming. The stock jockeys and happy talkers can yack all they want. It is not looking promising for either stocks or the economy.

  2. The coronavirus certainly is a factor in Treasuries being bid. But longer-term bigger-picture, the graying of all the major developed economies — and China — is perhaps the biggest factor in the inexorable slide to the zero bound.

  3. Started buying jr silver miners last week and bought some SLV today…non correlated to equities and a reversion trade.
    Plus seems likely the printing presses will be working overtime.

    Long duration bonds look way too expensive at these prices so I bought some 1-3 year stuff.

    Equities too expensive and the FAANG trade is way concentrated for me.

    Waiting for something to really break…lol

  4. “In the hours between the US close and the Asia open, I keep the talking heads on mute.”

    I stopped watching Bloomberg and I feel much better now. There is no business cycle, it’s all just shotgun blasts of data, followed by rorschach analysis.

Speak your mind

This site uses Akismet to reduce spam. Learn how your comment data is processed.

NEWSROOM crewneck & prints