Stocks have reacted more forcefully to the Trump win compared to bonds. There are sound economic reasons to argue that it should be the other way around. Unless the Fed intervenes, but that would be bad for stocks. U.S. Bond Yields Are Going Higher | Seeking Alpha
April 5th, 2017 · Comments Off on U.S. Bond Yields Are Going Higher
March 30th, 2017 · Comments Off on The Coming Italian Bond Explosion
We think there are many reasons why Italian bond yields are likely to go higher, like eurozone tensions, a rising yield global environment, ECB tapering, political uncertainty, etc. Unfortunately, for US-based investors, the pickings are basically very slim. One has to have access to European markets, where there is only one ETF listed. There are […]
November 20th, 2016 · Comments Off on The Bond Vigilantes Are Back In Town!
August 24th, 2014 · Comments Off on Bond markets versus Peter Schiff
Some market observers like Peter Schiff have warned us that many markets and even the whole economy are kept up by asset purchases by the Fed. So we should expect the recovery to stall, the dollar, stocks and bonds to fall when the Fed stops these purchases. Not only is this not happening, some of […]
April 12th, 2013 · Comments Off on Bond bears are wrong, according to Gundlach
There’s a better chance Bernanke buys every Treasury bond in existence before he ever sells a single one Jeff Gundlach via Bond bears are wrong, according to Gundlach.