Have bond investors really gone mad this time?
Just recently, the following graph hit my Twitter timeline (courtesy @TihoBrkan). It shows that the yield on Eurozone high yield bonds is now equal to the yield on the 10-year […]
Tag Archives: government bonds
Week End Blog – Goodbye Greece, Hello Bond Bubble!
It took a while, but Greece no longer dominated all the headlines this week. The Greek government handed in a ‘to-do list’ that was enough for Mr. Dijsselbloem to work […]
Week End Blog – High Yield Shivers, Rate Conundrums and Poker Profits
It long seemed endless, the powerful rally in high yield bonds. But investors grew more cautious in recent weeks, pushing the prices of high yield bonds down. The positive correlation […]
The Low Volatility Saga Continues…
This week, I posted a tweet about the extremely low levels of volatility in the bond markets. The main message of that tweet was that we are experiencing a rare […]
Have Bond Yields Risen Too Much?
Bond yields have risen significantly in the last two months. Between the beginning of May and June 24 the 10-year Treasury yield increased by more than one percent. Since then […]
Features of Emerging Market Debt
Investor interest in emerging market debt has increased massively over the last couple of years. Traditional bonds are not what they used to be. Peripheral countries in Europe are by […]
