Tag: bond market
Bond Market Update: Glimpses Of A Maturing Business Cycle?
Lots of talking heads are pointing to a lower yield curve as a warning sign. While the yield curve is relatively good indicator for...
Maturity Creep – A Key Trend For Global Bond Investors
I was looking through some statistics on the global government bond markets, specifically the Thomson Reuters Government Bond Indexes.
A couple of key metrics and...
Is The Bond Market Wrong About The Global Economy?
The September round of flash manufacturing PMIs saw our composite "global flash PMI" rising +0.4pts to 54.7 - the same level it got to...
Is Bond Market On The Cusp Of A QT Tantrum?
As attention moves to the upcoming Jackson Hole Economic Symposium (aka global central bank meet up) it's worth taking a look at a couple...
Treasury Yields Poised To Grind Upward
Last September, we showed the support area where we expected long-term yields to begin a possible reversal. Soon afterward, the index rallied from the...
Global Bond Markets Are Breaking Down
After the big reflation reset in positioning, global bond markets are showing more signs of breaking down.
We previously talked in detail about the idea of the...
Global Bond Yields Rally: Is The Reflation Trade Back On?
This post was written with Craig Basinger of Richardson GMP.
Over the past week we have seen global bond yields rally. This move higher has...
U.S. High Yield Credit Spreads Low – As It should Be?
Most people are probably aware that US High Yield credit spreads are trading at the bottom end of the range - almost 1 standard...
S&P 500 Trading Update: Targeting New Highs Into Next Week
S&P 500 Trading Outlook (2-3 Days): Bullish
Yesterday's pullback on the S&P 500 (INDEXSP:.INX) failed to do much technical damage. I believe it's still right...
S&P 500 Weekly Outlook: Tensions Between Stocks & Bonds
In this week’s investing research outlook, we analyze the current trend of the S&P 500 Index (INDEXSP:.INX), key stock market indicators, and discuss emerging themes and...
