U.S. Bond Yields Are Going Higher
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 […]
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 […]
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 […]
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.