Bonds
Bonds Articles
Bank of America Merrill Lynch has its key RIC Report out this week effectively telegraphing what would be The Great Rotation away from bonds. The report is titled “The Bond Era Ends” and it...
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Treasury prices are firm and yields are lower, not just because of protests in Spain and Greece over the coming austerity measures. Today’s 5-year Treasury Note auction was given an “A” grade...
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The trailing 12-month default rate on high-yield bonds in August rose to 2.2% from 2% in July, according to Fitch Ratings. The ratings firm expects the default rate to end the year with a 2.5% to 3%...
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If one is looking for a deflationary signal about the US economy, a good place to start might be with Treasury Inflation-Protected Securities, known as TIPS. The US Treasury Department sold $13...
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Bond Guru Jeffrey Gundlach has been closely watched due to his historic returns for bond investors. CNBC hosted him today to ge his opinions on bonds, quantitative easing, risk assets, and others....
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The U.S. Treasury has disclosed its monthly Treasury International Capital (TIC) report. Investors and economists use this barometer to determine which nations are buying or selling U.S. Treasury...
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If you do not know Marc Faber by name, perhaps you have heard of the Gloom Boom & Doom Report that he publishes. He is well known for criticism of monetary policies, as you might have garnered by...
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The U.S Treasury picked an interesting time to sell a 30-Year Long Bond auction. This was also an early-close auction. After all, this is the day that the FOMC is due to talk about or install more...
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Sirius XMSIRIUS XM Radio Inc. (NASDAQ: SIRI) is playing the low interest rate game by swapping old expensive debt for new cheaper debt. This has been done before by Mel Karmazin and friends, but the...
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Even though the trailing 12-month default rate on high-yield bonds in July was a little better than the June rate, Fitch Ratings expects the default rate to end the year with a 2.5%-3% rate. The...
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For those of us who spent Sunday doing something other than reading financial news, German magazine Der Spiegel ran an unsourced story claiming that the European Central Bank (ECB) planned to...
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Is the end of the low rates, or no rates, in Treasuries finally coming closer to fruition? We would advise against betting the ranch that a super-spike is coming in rates at this point because the...
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In a new post at the New York Federal Reserve’s blog site, three bank officials took a look at the $3.7 trillion US municipal bond market. After noting that about 75% of US municipal bonds are held...
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We have been talking about dividend bubbles forming for about two weeks as of now. Can the bubbles continue to inflate? Sure. But you better take a look at the 30-Year Treasury auction from...
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Junk bonds, or those high-yield bonds which are under BBB- at S&P or under Baa3 at Moody’s, have seen one massive rally since the lows of the summer. Some may wonder if these have now...
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