All Posts > Content under Bonds
"Fed Has Fingers & Thumbs On The Scales Of Finance," Grant Tells Santelli And It "Will End Badly"
Video By:
Tyler Durden
Watch
Thursday, January 30, 2014 9:56 PM EDT
Jim Grant explains to an almost stunned into silence Rick Santelli how we all "live in a valuation hall of mirrors."
HY Bond Market Weathering The Storm
Article By:
Sober Look
Read
Thursday, January 30, 2014 3:04 PM EDT
The US corporate high yield market remains incredibly resilient in the face of increasing global volatility. Year to date the broad HY index has outperformed the S&P500 by over 4.25%.
In this article: SPY
Stocks Rip; Bonds & Bullion Dip On "Bad News Is Great News" USDJPY Lift
Article By:
Tyler Durden
Read
Thursday, January 30, 2014 10:06 AM EDT
"Not beating expectations" is the new "killing it" if today's markets are any judge. First, Facebook is up 19% ($150bn market cap). Gold and silver are being monkey-hammered, binds yields are pressing higher, USD is surging and more.
Expect Weakness Through First Week In Feb
Article By:
Jeff Pierce
Read
Thursday, January 30, 2014 9:41 AM EDT
The market decline into the end of the week is front and center in everyone's mind. The decline is right in line with my projections, we were expecting this, and have our strategy in tact going forward.n
Shock And Ouch: Turkish Central Bank Intervention Now Fully Faded As Lira Collapse Returns
Article By:
Tyler Durden
Read
Wednesday, January 29, 2014 1:25 PM EDT
Didn't take long for the excitement to fade.
Obama Introduces MyRA: The "No Risk, Guaranteed Return" Retirement Savings Bond
Article By:
Tyler Durden
Read
Wednesday, January 29, 2014 10:45 AM EDT
Earlier today we hinted at what was coming in "Obama To Unveil Treasury IRAs." Well, here it is, and it even has a catchy name. Presenting: the MyRA, and since it offers "guaranteed return and no risk" we now know where all the Fed's bond trades will go to work once QE ends.
Obama's Guaranteed Return No IRA Risk
Article By:
James Quinn
Read
Wednesday, January 29, 2014 9:22 AM EDT
How exactly is Obama going to offer a new retirement plan where your money is “invested” in U.S. Treasury bonds with no risk of losing money?
Emerging Market Meltdown Resumes
Article By:
Tyler Durden
Read
Wednesday, January 29, 2014 9:19 AM EDT
As South Africa hiked rates this morning (whose effect on the Rand was promptly overwhelmed by the Lira collapsing back to weaker than pre-rate-hike) stock markets around the world are rapidly deteriorating and the safety of bonds and bullion is being sought aggressively.
In this article: GLD
SocGen's Exuberant Response To The Turkish Action: "Governor Basci, You Have Avoided A Domino Crisis In EM"
Article By:
Tyler Durden
Read
Tuesday, January 28, 2014 10:34 PM EDT
SocGen, via analyst Benoit Anne, had an almost immediate response to the Turkish central bank's shock and awe action.
Shock And Awe From Turkey Which Hikes Overnight Rate By 4.25% To 12%, Blows Away Expectations
Article By:
Tyler Durden
Read
Tuesday, January 28, 2014 6:26 PM EDT
The much anticipated Turkey Central Bank Decision is out and it is a stunner:
TURKEY'S CENTRAL BANK RAISES OVERNIGHT LENDING RATE TO 12.00% - this is the key rate, and it was at 7.75% until now,
The Search For Improbable Scenarios
Article By:
Acting-Man
Read
Tuesday, January 28, 2014 12:20 PM EDT
The jitters that caused ripples across global stock markets last week stem from a redeployment of cash between emerging markets and the next investment opportunity. As currencies in emerging markets such as Argentina, Turkey and South Africa continue to falter, the U.S. stock market could be the next best option for investors.
Fed's Taper And Weaker Foreign Participation Will Leave Domestic Investors With Higher Proportion Of Treasury Purchases
Article By:
Sober Look
Read
Monday, January 27, 2014 9:19 AM EDT
I've talked about a significant buildup of treasury short positions. Since then, there are indications that a few of the larger direct players have been covering their short bond exposure, pushing treasury yields lower.
Japanese Bond Yields Tumble To 9-Month Lows As Asian CDS Surge
Article By:
Tyler Durden
Read
Sunday, January 26, 2014 10:04 PM EDT
As a prelude to the following dismal market update, Japan just posted the largest annual trade deficit ever (ever ever ever) at JPY 11.47 trillion...
When The Hedge Doesn't Work
Article By:
Bronte-Capital
Read
Sunday, January 26, 2014 12:00 AM EDT
If you hedge away all your risk, you hedge away all your returns.
5 Things To Ponder This Weekend: Valuations, Triggers & Inequality
Article By:
Lance Roberts
Read
Saturday, January 25, 2014 10:19 PM EDT
The current cyclical bull market advance is the second longest on record... Wall of worry or wall of complacency?
European Stocks Collapse Most In 7 Months; Spain's Worst Week Since Sept 2012
Article By:
Tyler Durden
Read
Friday, January 24, 2014 12:48 PM EDT
Think it's bad in the US (which it is)? The high-beta momo-chasers are running for the hills from Europe's best-performers. European stocks are down 3.4% this week broadly - the worst week since June 2013 and 2nd worst week since May 2012C high-beta momo-chasers are running for the hills from Europe's best-performers. European stocks are down 3.4% this week broadly - the worst week since June 2013 and 2nd worst week since May 2012