Apr 03, 2018 - Corporate spreads are widending.The spread between Baa and CCC credit has been widening since February 2017.Economic data is slowing along with rising credit risk.
Mar 29, 2018 - Anticipated rally in T-bond prices now underway, but upside is limited.Unless the rally is quickly confirmed by corporate bonds, expect failure.Longer-term bear market in Treasury bond market remains
Mar 28, 2018 - Chicago Partners Investment Group LLC Buys Eaton Vance Duration Income Fund, iShares Morningstar Small-Cap Value ETFnd, Williams Inc, Sells TE Connectivity, Entergy Corp, Schwab Emerging Markets Equity, Stocks: EVV,JKL,WMB,DON,CWB,VCSH,EMLP,PFF,FPE,PQG,CSFL,TDT, release date:Mar 28, 2018
Mar 28, 2018 - The short-term funding markets are spiking.The AAA and Baa markets are widening on a pure and OAS spread basis.The breadth of these developments is concerning.
Mar 19, 2018 - It appears that the treasury market sell-off has ended for now.Financial market stress is up.While there's been a spike in commercial paper rates, this is probably due to the new tax law.
Mar 11, 2018 - The yield curve barely moved last week, indicating the Treasury market sell-off is cooling down for now.Financial market stress is up.The commercial market spread is widening, but that's due to higher
Mar 06, 2018 - We are closer to the end of this expansion than the beginning.A rising rate environment means we should shorter our duration for bonds.We should begin looking at consumer staples and healthcare for eq
Feb 16, 2018 - US bond yields have risen from historic lows, they should rise further, they may not.The Federal Reserve is beginning to reduce its balance sheet other CBs continue QE.US bonds may still be a safe hav
Feb 15, 2018 -
Feb 09, 2018 - Roberts Glore & Co Inc Buys Vanguard Mortgage-Backed Securities ETF, Central Fund of Canada, Western Asset Claymore Inf-lkd Opp& Inc, Sells iShares MSCI EAFE, Allergan PLC, Linde AG, Stocks: WIW,VTEB,VWO,BIVV,VCSH,VMBS,CEF,VIAB,DFS,QVAL,RHHB, release date:Feb 09, 2018