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
Feb 09, 2018 - Gould Asset Management Llc Buys Vanguard Short-Term Bond, Vanguard Short-Term Corporate Bond ETF, PowerShares Preferred Portfolio, Sells Vanguard Long-Term Bond, Vanguard FTSE Pacific, Vanguard FTSEEuropean, Stocks: BSV,VCSH,VMBS,WBA,BRFS,UPS,PGX,IEFA,PGF,BRK.B,VALE, release date:Feb 09, 2018
Feb 08, 2018 - Pinnacle Financial Partners Inc Buys Vanguard Intermediate-Term Bond, Vanguard Real Estate, Vanguard Short-Term Corporate Bond ETF, Sells iShares Silver Trust, Dell-VMWare Tracking Stock, Blackstone Group LP, Stocks: BIV,VNQ,VCSH,VOO,GLD,VCIT,IEFA,DG,VTEB,LQD,PXD,IJK, release date:Feb 08, 2018
Feb 06, 2018 - I examine the market forces impacting bond yields now and in the years to come.I expect to see interest rates continue to rise in the near-term with the potential for some spikes due to temporary peri