Tag: interest rates
Federal Reserve Stays The Course But Economic Data Telling
Over the past several weeks, I have laid out details for why I feel interest rates will continue to trend lower. In a nutshell, I...
Time To Look For A Reversal In Treasury Yields
In our May 8 post, we suggested that the rise in treasury yields would be short-lived, and that the resumption of a downward trend...
Will Higher Interest Rates Hit Home Sales And Builder Sentiment?
U.S. home builder sentiment jumped five points in June to 59, matching the post-bubble high reached last September. The current reading is the highest...
Are Bonds Bottoming? Here Are 3 Things To Watch For
For weeks now, it looks like I have been wrong on my long bonds positions: the 20+ Year Treasury Bond Fund (TLT) and the...
Are Treasury Bonds Problems Just Getting Started?
The treasury bonds market has experienced an uptick in volatility as investors try to figure out the dynamic between global interest rates, currencies, and...
3 Bond Market ETFs Showing Surprising Strength
The weakness in the bond market this year has been primarily centered on Treasury and investment grade corporate debt, which has the highest sensitivity...
Evidence Mounting For A Widening Yield Curve
There has been a lot of debate around interest rates lately. Will they keep rising? Will they turn back lower? But amidst all the...
Bonds Continue To Sell Off, But Risk-Reward Getting Better
I devoted last week’s market commentary to explaining the incredible volatility that has been occurring in bond yields. I explained that volatility associated with trading...
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...
