“The wisdom of crowds has yet to grace itself on bond yield forecasters.”
Category: bonds
Good News: We Won’t ‘Spiral Into A Recession’. Bad News: Stocks Could Fall 25%
It’s comforting. Sort of. But sort of not.
Are The Locusts Coming? Here’s What History Says About Stocks, Credit, Yields And Inflation
“Lions, tigers, and bears, oh my!”
High Note.
And so the holiday-shortened week comes to a close and it delivered everything that could have been reasonably expected of it.
Fly Me To The Moon.
I was told Icarus would be unleashed.
When Are Bond Yields ‘Kryptonite’ For Stocks? The Debate Rages On…
“Clients and colleagues are asking if there’s a magic interest rate that’s kryptonite to stocks; is it 3.0% or 3.5% on the 10Yr Treasury?”
‘The Truth Is, We Don’t Know’: What Is The Line In The Sand For Bond Yields?
Well, the debate around what the number is for 10Y yields has devolved into a veritable obsession for markets at this point.Â
Welcome Back!
The win streak is over.
‘Savor The Moment’ Because February’s Selloff Was ‘An Appetizer, Not The Main Course’
There you go. Lots of “bummers” on the horizon. So you know “savor” the moment, because…
‘As Far As I’m Concerned, It’s Just Speculation’: Full Week Ahead Preview
“Right away, you’re ready to sell it.”
I Bet You Care About The Bond Market Now, Don’t You?
Funny what losing $3 trillion will do.
What The Hell Is Going On With The Largest IG Corporate Bond ETF?
Boy, I’ll tell you what: you people are yanking money out of bond funds like there’s no tomorrow.
Die Another Day.
So the real drama (if there proves to be any) will come tomorrow.
Waiting For Wednesday.
Ahead of a “make or break” moment.
‘This Is Poorly-Timed’: Credit Suisse Ups Rate Hike Forecast Amid Budget Boondoggle
Don’t say you weren’t warned.
Ray Dalio’s ‘Pretty Stupid’ People Are The Only Ones With Real Positive Returns In 2018
“If you’re holding cash”…
Trump All Set To Worsen Bond Selloff With ‘Bigly’ Budget Boondoggle
He’s apparently going to just go ahead and abandon GOP dogma when it comes to balancing the budget.
Final Curtain? Full Week Ahead Preview
Is this it?
Here’s What The VaR Shock Meant For Global Portfolio Managers
Look, I realize that pounding the table on forced unwinds by vol.-sensitive investors during the recent acute pickup in volatility is quickly becoming an exercise in dead horse beating. But…
Bridgewater: ‘There’s A Much Bigger Shakeout Coming’
“There had been a lot of complacency built up in markets over a long time”…
Release The Long End!
Well, damn.
If It Bleeds.
“…we can kill it.”
David Stockman: Here Comes The Yield Shock
“That’s right. The taxpayers and future generations be damned. Apparently, it doesn’t matter how many small businesses, farmers and entrepreneurs get elbowed out of the capital markets by Uncle Sam’s $1 trillion per year borrowing spree: Mitchels & Chuckles intend to keep the Washington Monument open and the Imperial City’s 3.7 million employees paid in full come hell or high water.”
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