Analysis Topic: Interest Rates and the Bond Market
The analysis published under this topic are as follows.
Saturday, April 10, 2010
Worried About U.S. Treasury Bonds / Interest-Rates / US Bonds
By: Mike_Larson
Stop me if you’ve heard this one before …
First, the Federal Reserve slashes interest rates and floods the economy with cheap, easy money.
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Wednesday, April 07, 2010
Forget Banks and Hedge Funds, The Crash Will Stem From Municipal Bonds / Interest-Rates / US Bonds
By: LewRockwell
Robert Wenzel writes: Rick Bookstaber, who is a a Senior Policy Advisor to the Director of the SEC, Mary Schapiro, continues to maintain his own private non_SEC affiliated blog.
Tuesday, April 06, 2010
Protect Your Wealth From Exploding Debt as States Implode / Interest-Rates / US Debt
By: Sean_Brodrick
The world is breathing a sigh of relief now that the financial crisis in Greece is “over.” Yeah, right. Greece’s financial misdeeds — the country has racked up a lot of debts it can’t pay — will probably come back to haunt Europe, and soon.
But we in America shouldn’t be too smug, because U.S. states have their own money problems, many of them worse than anything facing Greece — and the problems at home are starting to erupt!
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Tuesday, April 06, 2010
Where Are Mortgage Interest Rates Headed And Why? / Interest-Rates / US Interest Rates
By: John_Mauldin
This week we look at two brief essays for your Outside the Box. The first is my friend Barry Habib talking to us about where mortgage rates are headed. Barry gives us a very simple, but logical analysis on why rates are headed up. Then we jump to Spencer Jakab writing in the Financial Times about the problems in the municipal markets. Seems we may be under funded on our public pensions by about $3.5 trillion. As a tease to his column:
Monday, April 05, 2010
U.S. Treasury Bond Market Alert: This Should Scare The Heck Out of All of Us Right Now / Interest-Rates / US Bonds
By: Mario_Cavolo
I remember a few years back when in fact, I knew nothing about "bonds" and the word confused me. I'll save you that ignorance and suffering real quickly here; A government bond is a low risk loan and it pays you a steady low interest rate, for example, such as a 10 year U.S. Treasury Bond; for 10 years, you'll receive a yield, for example of, 3% per year and your money is regarded as being in the safest possible place it could be.
Monday, April 05, 2010
EXTEND & PRETEND: U.S. High Yield Debt Hitting the Maturity Wall! / Interest-Rates / US Debt
By: Gordon_T_Long
How long can the government continue to extend & pretend? How long can public policy endlessly ‘kick-the-can’ down the road without addressing the underlying causes? Such a critical point is often academically referred to as a ‘Tipping Point’ or what newsletter writer John Mauldin refers to as a ‘Finger of Instability’. I am more pragmatic and as an investor, who is forced to call the timing, I refer to it as the Maturity Wall.
Wednesday, March 31, 2010
Why U.S. Treasury Stock Sales are Irrelevant to Monetary Policy / Interest-Rates / US Bonds
By: Dr_Jeff_Lewis
This week, the US Treasury will begin to unwind its position in Citigroup stock, which it purchased as part of the Troubled Asset Relief Program that began in 2008 to rescue failing banks. While some claim this move will reduce the money stock available in the economy, the program is unlikely to have any impact on the money supply and inflation.
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Wednesday, March 31, 2010
U.S. Treasury Bond Market: “It’s Safer to Lend to Buffett than Obama” / Interest-Rates / US Bonds
By: Casey_Research
Chris Wood, Casey Research writes: A few weeks ago, the Federal Reserve released the new Z.1 Flow of Funds document, which covers flows and outstandings through the fourth quarter of 2009. What does the document reveal?
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Wednesday, March 31, 2010
U.S. Interest Rates and Treasury Bonds, World Funding Devastation / Interest-Rates / US Bonds
By: Bob_Clark
In their constant search for the "Crisis Du Jour," the investment community has swung their attention to a funding crisis in the U.S.A. This crisis fits a cyclical model that I watch in the bond market so I thought I would take a quick overview and see what it is saying about the next few months and the year in general. Read full article... Read full article...
Tuesday, March 30, 2010
Global Sovereign Debt Crisis, Country Bankruptcy Relative Risk of Default / Interest-Rates / Global Debt Crisis
By: Nadeem_Walayat
All countries are on the path towards bankruptcy, to measure where a country stands along this path it is critical to look beyond official statistics that focus primarily on public sector net debt and the annual budget deficit in terms of % of GDP.
Friday, March 26, 2010
Week of U.S. Treasury Bond Failures / Interest-Rates / US Bonds
By: Shaily
The week of March 21-26, 2010 will be remembered for the worst week for Bond auctions. Yields on 10 year shot up to levels seen in June 2009. 10-year notes touched the highest levels since June amid heightened concerns about the government’s ability to finance its deficits and as investors turn to seeking out higher yields in other asset classes.
Friday, March 26, 2010
U.S. Treasury Bonds Are Riskier than Toilet Paper! / Interest-Rates / US Bonds
By: Mike_Larson
I have a lot of respect for Warren Buffett. As Nilus has noted before, he’s one of the world’s best long-term investors. He has a knack for buying low and selling high. And his Berkshire Hathaway holding company has been a great multi-year performer for investors.
Friday, March 26, 2010
Higher U.S. Treasury Bond Yields, Lower Equities? / Interest-Rates / US Bonds
By: Guy_Lerner
For the longest while, my mind set has been to expect higher yields accompanied by higher equity prices. After all, wouldn't higher yields be a sign that the economy is expanding and on the track to recovery? Or to put the relationship between bonds and equity prices in another light: if the equity markets would ever sell off, wouldn't bonds catch a bid as there is a flight to safety? But the technicals have me rethinking these relationships. Is it possible that we could have higher yields and lower equities?
Friday, March 26, 2010
U.S. Treasury Notes Under Pressure With Still More Bear Potential / Interest-Rates / US Bonds
By: Seven_Days_Ahead
The Technical Trader’s view:
Friday, March 26, 2010
The World's Next Credit Crunch Is About to Strike / Interest-Rates / Credit Crisis 2010
By: DailyWealth
Tom Dyson writes: One of the largest economies is about to declare bankruptcy.
How do I know? Here's what fund manager Takahiro Kawase had to say…
Thursday, March 25, 2010
What the Fed Does Not Want You to Know / Interest-Rates / Central Banks
By: EWI
Dear reader,
Elliott Wave International have just released a FREE 34-page eBook, Understanding the Fed. It’s the free report the Federal Reserve doesn’t want you to read!
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Thursday, March 25, 2010
U.S. Treasury Bond Yields Advance, Inflationary Pressures Continue / Interest-Rates / US Bonds
By: Donald_W_Dony
After several years of declining bond yields, rates are now starting to climb again. Yields across the US curve are beginning move above previous resistance levels for the first time in over two years. Rising fixed income yields are part of a recovering economy and help to reinforce the future investing outlook of higher inflationary pressures.
Wednesday, March 24, 2010
Is the IMF to Greece what China is to the U.S.? / Interest-Rates / Global Debt Crisis
By: Axel_Merk
If Greece eventually gets funding from the International Monetary Fund (“IMF”), it may not be so different from the U.S. getting its funding from China. There are two main fears in the eurzone against IMF involvement: a perception that Europe can’t solve its problems internally; and the potential influence of the IMF on European policies.
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Monday, March 22, 2010
Bernanke Running Amuck, Trashing History And Threatening America's Future / Interest-Rates / US Debt
By: Martin_D_Weiss
Fed Chairman Bernanke is running amuck, and for the first time since the birth of the U.S. dollar, our government is egregiously abusing its power to print money.
Specifically, from September 10, 2008 to March 10 of this year, he has increased the nation’s monetary base from $850 billion to $2.1 trillion — an irresponsible, irrational and insane increase of 2.5 times in just 18 months.
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Monday, March 22, 2010
Investors Chase Risk in Junk Bonds at Fastest Pace Ever / Interest-Rates / US Bonds
By: Mike_Shedlock
Inquiring minds are reading Junk Bonds Selling at Briskest Pace Since 2007.
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