Category: International Bond Market
The analysis published under this category are as follows.
Thursday, February 03, 2011
Bond Markets Delayed Reaction to Inflation, A Moment of Clarity / Interest-Rates / International Bond Market
By: Adrian_Ash
Is the bond market finally catching on to the "forced risk" trade...?
AS NIALL FERGUSON never tires of reminding us, bond markets rarely react early to bad news, no matter how plain it looks to everyone else.
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Friday, January 28, 2011
Rate Hike Rumblings Increasing in the Interest Rate Market / Interest-Rates / International Bond Market
By: Mike_Larson
Psst! I have a secret for you. Central bankers in developed markets may actually start raising interest rates some day!
Shocker, I know! But if you follow the latest market moves — and listen to some of the chatter coming out of places like Europe — that’s the inevitable conclusion you arrive at.
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Friday, November 19, 2010
German Bund Bond Bulls Are Retracing: No Reversal Yet / Interest-Rates / International Bond Market
By: Seven_Days_Ahead
Is the Long Bull market in the Bund over?
The first time the Euro zone Sovereign debt crisis centred on Greece erupted Government Bond markets rallied hard including the Bund. Although the crisis was termed the Euro zone Sovereign debt crisis, it was really focused on several peripheral Euro zone members, which apart from Greece, included Ireland, Portugal, Spain and others.
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Tuesday, November 02, 2010
Goldman Sachs 50-Year Bonds Show Why Investors Should Steer Clear of Wall Street / Interest-Rates / International Bond Market
By: Money_Morning
Martin Hutchinson writes: Last week, Goldman Sachs Group Inc. (NYSE: GS) sold $1.3 billion of 50-year bonds with a 6.125% interest rate. The issue was specially designed - with bonds in denominations as low as $25 - so the securities could be sold to small retail investors.
At last, Goldie's done something for the little guy ...
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Friday, October 29, 2010
Are the German Bund Bulls Finished? / Interest-Rates / International Bond Market
By: Seven_Days_Ahead
During the Euro zone sovereign debt crisis the Bund was a strong safe-haven trade. This may seem paradoxical given the nature of the crisis: investors were worried about the solvency of several Euro zone governments, but sought shelter from government default in the Euro Bund.
Tuesday, October 05, 2010
Still Bullish on Bonds, Don't Buy the Stock Market Yet / Interest-Rates / International Bond Market
By: John_Mauldin
As readers know, I was in Europe a few weeks ago, making a LOT of presentations. My London-based partners seem to feel that an hour or two of down time is wasted and only for sissies. I learn as much as I impart, and come away with lots of interesting information. Every now and then I learn something that gets into the category of what in the wide, wide world of (multiple expletives deleted) economics is going on? Subprime was like that when I first read about it. Could you really design CDOs that were so patently absurd and then sell them to the Europeans and Asians? Turns out you could.
Monday, September 27, 2010
Are German Bunds Recovering? / Interest-Rates / International Bond Market
By: Seven_Days_Ahead
The story of the Bund throughout much of September was one of decline as traders first took profits and then went short. The Bund had enjoyed a long rally as traders fretted over the global economy and more specifically the US economic recovery, but sentiment changed early in September. Why was that?
Thursday, September 23, 2010
Have You Considered International Bond ETFs For Income and Diversification? / Interest-Rates / International Bond Market
By: Ron_Rowland
In these turbulent times, plenty of investors just want steady income. Others realize they need to look outside the U.S. as they ride out the storm. Yet in a world where some once-stable economies are starting to look like emerging markets, they also see the need for diversification.
Friday, September 10, 2010
Japanese Bonds Teeter on the Brink of a Big Bull Rally / Interest-Rates / International Bond Market
By: Seven_Days_Ahead
Over recent weeks the JGB has endured a reasonable pull-back, much like other bond markets, as equities staged a rally fuelled by:
- Bernanke’s recent pledge to ease further if the faltering US economic recovery continues to lose traction, and
- A better-than-expected US non-farm payroll report last Friday.
Friday, September 03, 2010
Moving into Bonds: From Frying Pan to Fire / Interest-Rates / International Bond Market
By: David_Galland
David Galland and Kevin Brekke, Casey Research writes: The other day, I came across an article that said, while individuals may be moving their money out of equities, they have been moving into bond funds - and in a big way.
It's called jumping from the frying fan into the fire.
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Wednesday, May 19, 2010
Small Investors Rush Into Junk Bonds, Where is the Fiduciary Responsibility? / Interest-Rates / International Bond Market
By: Mike_Shedlock
Burnt by the stock market too many times to count, small investors have been herding into junk bonds instead. Indeed, the mad rush into junk continues even as debt covenants weaken and fund managers are skeptical.
Wednesday, April 28, 2010
Greek Debt Crisis Won’t Spawn Second Global Financial Crash / Interest-Rates / International Bond Market
By: Money_Morning
Martin Hutchinson writes: The Greek debt crisis is starting to display an uncanny resemblance to the subprime crisis that sank the U.S. housing market, sent the global economy into a tailspin and touched off the worst financial crisis since the Great Depression.
Monday, April 19, 2010
Global Bond Market Crash to Drive Gold / Interest-Rates / International Bond Market
By: Neil_Charnock
The gold market has been heating up and conditions are moving into an alignment which is ideal for a gold price rally this year. Fear and uncertainty will drive the price northwards even if the current CTFC saga does not eventuate in immediate disciplinary action or regulatory change.
Friday, March 19, 2010
Another Challenge for Government Bonds? / Interest-Rates / International Bond Market
By: Mike_Larson
It should be pretty clear that I’m bearish on the bond market. The massive budget deficits and debts we’re racking up should hammer Treasury prices. So should the steadily growing concern about the credit quality of sovereign debts.
Saturday, February 06, 2010
E.U. Government Bonds are STILL the Safest Bet / Interest-Rates / International Bond Market
By: Vishal_Damor
Well you will not hear that too often. Will you? At a time when markets are ravaging the hapless Greece government into complete submission, PIGS as a basket is being slaughtered mercilessly in the bond markets, Euro has now tumbled a mind boggling 1500 pips from its peak of 1.524, it is important to step above the markets and take a deep breadth on where exactly are we in the much hyped sovereign bond risk.
Friday, January 29, 2010
Growing Investor Discontent With U.S. Government Economic Solutions ... / Interest-Rates / International Bond Market
By: Oakshire_Financial
Nick Thomas writes: When scanning the various investment boards and forums on the Internet these days, it's obvious that most people have very low confidence both in the economy and the government's efforts to fix it.
Friday, November 13, 2009
The Sterling Interest Rate Yield Curve Steep and Steepening / Interest-Rates / International Bond Market
By: Seven_Days_Ahead
The Technical Trader’s view:
Monday, October 26, 2009
Confusing Bond Markets / Interest-Rates / International Bond Market
By: Seven_Days_Ahead
The US, UK and European bond markets have all experienced recent double failures at long-term all-time highs. So the long-term technical outlook is bearish. But those failures occurred nearly a year ago. They have fallen since, but from June this year they have lacked any bear impetus at all. Any medium and long-term structures that have developed are far from completion and markets are locked in trading ranges. Traders should stand aside and await events.
Thursday, July 02, 2009
In the Future, Interest Rates Will Soar and Consumers Will be Sore Also / Interest-Rates / International Bond Market
By: David_Petch
At the present, governments around the globe are printing money as if there were no tomorrow in order to try and prevent debt-laden banks from going under and trying to stimulate the fractional reserve banking system. The past 20 years of economic growth has been based on a “Pay it Forward” basis…someone gets a new couch or car and ends up paying for it over a defined period of time. The expansion of credit in turn allowed for false consumption because most people never really had the money in hand.
Saturday, June 13, 2009
Bond Yields Soaring is Not Always an Inflationary Event / Interest-Rates / International Bond Market
By: Adam_Brochert
Bond yields soaring is not always an inflationary event. The traditional teaching is that rising bond yields indicate economic recovery and/or inflation. This is true until it isn't. The problem is that the best parallel for when it ain't true is what's happening right now. Damn, this investing stuff gets complicated when you look through actual history.