Tag: bond market analysis
Bonds Selloff: Why Investors Shouldn’t Sell Into The Panic
Last week was a difficult week for those of us that own bonds. In particular, ETFs like the iShares 20+ Year Treasury Bond Fund...
Federal Reserve Meeting: Why The Fed Won’t Raise Rates Until 2016
The S&P 500 has once again powered to all-time highs. Yesterday it reached an intraday high of 2125 before pulling back. There is an FOMC...
Gazprom Bonds: A Leading Indicator For Crude Oil Prices?
Today, I'd like to highlight how the bond market can (and often does) serve as a leading indicator for equities and commodities.
Below is a...
Select Bond ETFs Outperforming On Slowing US Economy
Last Friday’s jobs report showed a noted decrease in hiring. It could be a sign that employers are becoming more cautious or it could...
The Current State Of The Global Credit Markets
Last week I wrote on how I interpret corporate credit and credit derivatives as guideposts for equity markets. In this piece I am going...
Why Friday’s Jobs Report Is Just What The Market Ordered
This morning's NFP jobs report saw the economy gain 126,000 jobs in March. But this number was significantly lower than economists consensus estimate of 245,000...
The Bond Market Blues: In 3 Charts
The warning signs coming from the bond market are getting louder and louder as investors received a fresh red flag signal last week.
Let me...
Why The Stocks To Bonds Ratio Is Important Into 2015
Every now and then it’s helpful to check in on the stocks to bonds ratio and see how it’s acting. This has been particularly...
Interest Rates: Flattening Yield Curve Signals Short-Term Shift
The bond market this year has been characterized by the strength of quality holdings in the mortgage, treasury, municipal, and investment-grade corporate sectors. The...
30 Year Treasury Bond Study: Is The Bull Market Over?
Turn back the clock to September 2007. In the build up to the Federal Reserve rate meeting that month, very few saw a half...
