Six Scary Bond Charts!
Investing in government bonds made you a lot of money in recent years. US bond yields were pushed down to unimaginably low levels, but the real bond madness happened in […]
Tag Archives: bond yield
Week End Blog – US Economy Grinding to a Halt
A very ‘compact’ Week End Blog on Labor Day to get your weekend going. Big news out of the US. First quarter GDP growth came in at a ‘whopping’ +0.1%. […]
Week End Blog – Volatility, back with a Vengeance!
At the beginning of the week The Wall Street Journal sent this graph out into the world. It showed that in recent years the number of days that the S&P […]
Week End Blog – With China, Russia and of course… Apple!
Lots of China news in the Week End Blog. After a total collapse of new loans in July, aggregate financing strengthened somewhat in August. But, the change that occurred in […]
Week End Blog – Zero Growth, Zero Yield and Zero Spending
Let’s start this Week End Blog on a positive note. Believe me you are going to need it. Geopolitical tensions eased somewhat compared to last week. The ceasefire in Gaza […]
Week End Blog – Geopolitical STRESS!
There is little to cheer about this week. Geopolitical risk spiked as Russia retaliated with bans on fruit and vegetables from the West, President Obama unexpectedly authorized airstrikes in Iraq […]
The Week End Blog – Holy Spirits, Market Turmoil and NAIRU
Suddenly, turmoil reached the markets this week. The main cause, Banco Espirito de Sanco, or more accurate, its parent company Espirito Sanco International, which missed a payment on its short […]
Weekend End Blog – Waiting for Draghi, Japanese Tax Effects and Alternative Investments
All eyes are on Draghi and the ECB. Clearly, the market is expecting additional measures to be announced next Thursday. And, based on the German 10-year bond yield, which has […]
Weekend End Blog – Europe, more Europe, Emerging Unrest and Ripple
This week, peripheral bonds took center stage. After a massive rally, the market suddenly decided to get rid of them. Spreads widened aggressively, only to revert in the last couple […]
Week End Blog – ECB policy, global trade, and rich valuations
This week was dominated by the ECB meeting on Thursday. While the ECB, again, refrained from changing its monetary policy, Draghi did seem to hint at some action in June, […]
