Tags » Fixed Income

Reflation Trade Continues As Yields Climb, Bond Rout Intensifies

Well, the reflation trade (see here for more) marches on as the 10-year tacked on another 6 bps to move to 2.47%:

This is is something you need to pay close attention to. 282 more words

Bonds

Reflation Nation: "Righting" The Wrongs With A Single, Enduring Populist Push

Do you believe in miracles? Apparently somebody does, which is why we’re seeing record after record on Wall Street in the wake of Donald Trump’s surprise ascent to the highest office in the land – a confirmation of the populist surge that propelled the Brexit vote, led to the downfall of Matteo Renzi in Italy, and most recently led to the impeachment of South Korea’s Park Geun-hye. 2,019 more words

Trump

What Will 2017 Bring for Fixed Income?

Trump’s Programs Should be Fairly Stimulative

Despite the ongoing controversy over the President-elect, I believe that when you get through some of the rhetoric and look at the programs as proposed, it is going to be pretty stimulative if they get enacted in large measure. 687 more words

Markets

After a Tough November for Bonds What's Next for Investors?

Bond investors are in for a rude awakening when it is time to look at November account statements.

While the ten-year treasury yield jumped from  1.83%  to 2.37%, the Lehman Brothers Aggregate Total Return ETF (AGG) was down 2.68%.   1,003 more words

Investments And Planning

Fine, tailored suits, international renown, and fancy gadgets–no, this isn’t the next movie about the world-famous British super spy, James Bond. This is the world of the United States Department of the Treasury. 1,264 more words

Trading

A Quest for Genuine Diversification

As the cliché goes, there are no free lunches, but when investing, diversification is as close to one as you will get.

At Intelligent Investments… 137 more words

Market Commentary