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Bonds Analysis & Opinion

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Gary Gordon
It’s About The Stimulus, Not The Economy
By Gary Gordon - Aug 26, 2014 1

At the beginning of the year, analysts and economists explained why interest rates would climb significantly. They anticipated a year-end 10-year yield of 3.4%, not 2.4%. Only a few bond-fund ...

David Kotok
Sovereign Debt And Deflation Fear
By David Kotok - Aug 26, 2014

A worldwide deflation fear is expanding and may actually be rampant. BCA Daily Insights (August 25, 2014) notes that, “out of 32 OEC countries, more than two-thirds have domestic inflation rates...

Danske Markets
TLTRO: A Very Attractive Program?   
By Danske Markets - Aug 26, 2014

We expect the TLTROs will boost liquidity. However, the amount of borrowing limits is unknown as it depends on net lending behaviour - we list four different scenarios that give an upper target ...

Bob Hoye
Lower-Grade Bonds: When Will The Bubble Burst?
By Bob Hoye - Aug 24, 2014

We have the distinction of living in an Age of Bubbles and their failures.In 1980 it was commodities, wages, the CPI and the precious metals. Then the action shifted to inflation in financial assets ...