Pegging the yield curve will be the last step they take.
Category: bonds
The Real Risk For Markets: The Bond Bubble Bursts
“[A] disorderly rise of interest rates could cause Wall St deleveraging… and a Main St recession”.
Markets Just Witnessed The Best Month For US Government Bond Returns Since 2008 – What Now?
Congrats are in order for anyone who bet on a continuation of this year’s rally.
Ray Dalio’s Flagship Fund Wrong-Footed By Rates Bets, Falls 6%: Report
According to a source, Pure Alpha isn’t the only Bridgewater fund that’s struggling.
The 2s10s Is ‘Crazy Inverted’ Again, But This Is The Slope That Matters Most…
“It dominates all other curves we checked in its power to predict”.
Have The Anticipated Rebalancing Flows Kicked In? Nomura’s McElligott Says Maybe
The performance gap for August ranks in the 7th %ile since 1982.
-4% Rates By 2030? Only One Thing Can Save Us From Being Snowbound In Albert Edwards’s ‘Ice Age’ Thesis
Maybe he’ll teach us how to ice fish.
Trade ‘Déjà Vu’ May Send 10-Year US Yields To All-Time Lows, Goldman Says
The bond rally may have new life.
In Twilight Zone Markets, Bonds Are Stocks And Liabilities Are Assets
“This has been no ordinary episode of reaching for yield by investors”, BofA’s Barnaby Martin
Markets Brace As Fed Hawks Raise Stakes In Jackson Hole
Surely he wouldn’t risk it – or would he?
Albert Edwards: This Isn’t A ‘Bond Bubble’, It’s ‘The Next Phase Of The Ice Age’
For Edwards, there is nothing surprising about any of this.
Did The Bond Bubble Just Quietly Pop?
Perhaps – just perhaps – the “failed” German 30-year sale was the canary in the coal mine
Trump Should Envy Germany’s Fiscal Discipline, Not Europe’s Monetary Freak Show
The self-declared “king of debt” doesn’t want to pay any interest.
As US Stocks Snap Win Streak, Hope And Caution Duel In Summer Heat
Peering through the haze towards Jackson Hole.
The Truth Behind Plunging Bond Yields: Largest Convexity Hedging Flow Since 2008 And Retreating HFTs
Self-feeding loops and modern market microstructure as gasoline on the fire.
Nomura’s McElligott Sees Local ‘Vol-Killers’, Tailwinds For Near-Term ‘Crash-Up’
“Here we are now, with all of this ‘crash’ now increasingly likely to ‘bleed out'”.
Stocks And Bonds Diverged In A Yellow Wood, And Sorry I Could Not Travel Both
Is past performance indicative of future results?
Argentina Has A Century Bond, Why Not Us?, Is What Treasury Wants To Know
Then again, it’s going great for Austria.
‘We Have Not Been Bullish Enough’: Misery, Redux
“We have been consistently surprised negatively”.
Unstoppable Bond Rally Powers Forward As Yields Hit New Lows In US, Germany
The “policy impotence” trade is here.
#TrumpRecession, CRAZY INVERTED YIELD CURVE!
“We will Win”!
‘Monetary Stupidity Reigns’: Macro Tourist Delivers Epic Rant Amid Panic Bond Rally
“The German government is getting paid to spend and yet they refuse to spend”.
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