“While it’s impossible to isolate the impact, bulls note…”
Category: bonds
Foreign Treasury Pile Dropped To Four-Month Low In April After March’s Epic Chaos
The decline in foreign holdings is set against a backdrop of ballooning supply, but…
The Problem With Bonds, According To Morgan Stanley
It’s actually problems – plural.
‘Death By 1,000 Axe Wounds’: CTAs Poised To Pile On As Bond Selloff ‘Goes Live,’ Nomura’s McElligott Says
Legacy long position in US rates and duration enters “a very dangerous space”.
Rethinking The Narrative
Who’s buying the “V-shaped” story?
What’s Really Behind A Steeper US Yield Curve?
And what comes next?
‘It’s All About The Future’ (Here Comes The Pain Trade)
Famous last words?
2018 Flashbacks And Upside Down Bond Market Dynamics
“We hold the opposite view”.
The Only Debate That Matters.
The long version.
Here’s A Thought: What If (Almost) Everybody Is Wrong?
“This would be perhaps the biggest surprise to markets.”
Morgan’s Mike Wilson On The Rally: This Looks Like 2009 With ‘One Major Outlier’
With financial repression alive and well, “it really isn’t different this time”.
Administered Markets: The Ultimate Manifestation Of ‘Don’t Fight The Fed’
We’re not all the way down the road to 100% administered markets, but the crisis has accelerated our journey.
Market Prices In Negative Rates For US. Media, Blogs, Finance Twitter Lose Collective Mind
You can’t go wrong with “negative rates are coming to America”.
Nomura’s McElligott: Don’t Mistake Curve Steepening For Something It’s Not
“Cash crunch issuance realities.”
China Will Pay For Virus, Kudlow Warns. Swears America Won’t Intentionally Default On ‘Sacrosanct’ Debt
“Full faith and credit of the United States’ debt obligation is sacrosanct”.
How Many Trillions Equals Negative 1? (And 100-Year Floods That Happen All The Time)
Don’t forget the lessons from March.
As Fed Cuts Bond Buying With Balance Sheet Near $7 Trillion, Some See ‘Unqualified Good News’
Signs of stress are abating. For now, anyway.
Albert Edwards: ‘Ludicrous’ To Assume Central Bank Liquidity Is ‘Compelled’ To Boost Stocks
“Liquidity will flow into whatever momentum trade emerges as the winner.”
Investors In Risky ‘Pandemic Bonds’ Just Got Wiped Out
You knew the risks, right?
Lindsey Graham: America Should Intentionally Default On Trillions In Debt To Punish China For Pandemic
Better to remain silent and be thought a fool than to speak and to remove all doubt.
The Future Is Now: How The Coronavirus Forced Economic Policy To Evolve
Welcome to the future. How do you feel?
March Madness: How The Treasury Market Blew Up
Over the past several weeks, central banks globally have been keen to emphasize the extent
Fed Effectively Tells Banks To Increase Leverage With Rule Upping Exposure Capacity By $1.6 Trillion
“…their exclusion will also not incentivize risk-taking by banking organizations.”
Bond Bubble Bursts In ‘Stunning’ Outflow Deluge. BofA Bull & Bear Indicator Hits 0.0
“The liquidation vortex”…
Just ‘Trying To Go Up’.
“Markets are all over the place at the moment – and currently trying to go up”.
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