Tag Archives: US Treasuries

rates rocket

Bonds: The most important chart in the world today…

Lots to read on Greece, oil, corporate earnings and Apple but the critical driver of equities markets remains interest rates. Amid multiple headlines of central bank QE, rate cuts and record low yields you might want to watch this…..

February 11th, 2015 by

Debt

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WTF Treasuries

Macro: What the FX is happening in US Treasuries!

Whodathunk! The stage was set for a euphoric rush into equities in January but it’s not quite panning out as thought by most. Last year’s dogs are having a fantastic January run…..

January 23rd, 2014 by

Editorial

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lipstick credit ratings

Bonds: Ireland meets US in stunning yield match…

Ireland’s sovereign credit, freshened with the ratings lipstick of Moodys, has seen yields on its five year bonds loiter around 1.63%. That my friends is basically the same return/risk being attributed to US 5 year Treasuries.

January 20th, 2014 by

Debt

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financials

Banks: Higher US rates, lagging financials….

US Treasuries are now touching 2.94% and for those thinking that this time it’s different for financials and interest rates, it isn’t. Financials have been lagging the US market over the last 3 and 6 months.

September 5th, 2013 by

Financials

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bond fright

Only one financial chart counts right now!

Yes, India is getting crushed, and Indonesia , and the Brazilian Real, oh and the Turkish Lira but there’s nothing like a US Treasury yield spike to really spook people. Here’s the chart all traders are watching…. 

August 19th, 2013 by

Debt

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fear

Consumer confidence history suggests higher bond yields…

The unique monetary experiment being conducted in financial markets these days does bring to mind the famous words of John Kenneth Galbraith…

June 17th, 2013 by

Editorial

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bondmuscle

Is the bond market flexing its muscles?

The delicate balancing act between reflationary monetary policy and low bond yields has been brutally illustrated in recent days in Japan. However, Mr Bond market’s intimidation is now hitting more unexpected quarters.

May 30th, 2013 by

Debt

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