Bonds for the capital gains, stocks for the yield…
Category: bonds
Liquidity Lapse: Don’t Say You Weren’t Warned
The liquidity picture for corporate cash bonds is looking increasingly ugly.
Investment Grade Corporate Bond Sales Hit 17-Week High
On Sunday, I noted that the first week of January was a blockbuster for corporate
Blockbuster: Corporate, Bank Debt Sales Break Records In Busy First Week
How anxious are corporate management teams to get out ahead of Donald Trump’s inauguration? Very.
What Worked In 2016
Spoiler alert: everything.
“Violent Swings”: What Yellen, Greenspan, And Dimon Say About Rising Rates
Earlier today, I highlighted some recent commentary out of Deutsche Bank who lists among their
(Re)Balancing Act Bolsters Treasurys Into Year End
One question going into a week in which the tape was painfully thin across the
“Loads Of Emotions And Lots To Ponder”
I’m inclined to believe that those of us who fancy ourselves black swan watchers are
“We Wish We Bought Every Bond In The Index”: High Yield Knocks It Out Of The Park
“The fundamentals still are not that great”…
Populism Partly To Blame For End Of Bond Bubble: Strategist
“There are few places to hide for bond investors in this environment”…
Presenting The 3 “Transitions” That Will Shape Markets In 2017
Not everyone likes to talk about (let alone read about) macro. I’ll go out on
Daily Kickstart (Week Ahead Preview Edition)
Happy 2017. Sh*t wait. I forgot. We’ve still got one last holiday shortened, low volume,
2016: The Year In Charts
Well, it’s been an interesting year. What started out as nothing short of a disaster
A Look Back At 8 Years Of QE
Well, we’re coming to the end of an era. The median Fed dots now presage
Daily Summary
For those who might have missed a beat or two today, here’s Bloomberg with everything
“Active Re-leveraging”
Ok so this is interesting. One would think, given the experience of the beleaguered US
Previewing Next Week’s FOMC Statement
Ok so Goldman has a preview (or three) out re: next week’s Fed meeting which
A Look Ahead To Fed Week
From Deutsche Bank’s resident weatherman Joseph LaVorgna: As we have repeatedly warned, much of the
Reflation Trade Continues As Yields Climb, Bond Rout Intensifies
Well, the reflation trade (see here for more) marches on as the 10-year tacked on
Reflation Nation: “Righting” The Wrongs With A Single, Enduring Populist Push
Do you believe in miracles? Apparently somebody does, which is why we’re seeing record after
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