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Bonds Analysis & Opinion

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Michael A. Gayed
Draghi Saves Alternatives
By Michael A. Gayed - Sep 08, 2014

“If saving money is wrong, I don't want to be right!” - William ShatnerIn a world where bonds and stocks have correlated in an unusually high way, any kind of risk trigger has been ...

Erik Swarts
Tepper Calls An Audible On The Bond Market
By Erik Swarts - Sep 08, 2014

We've made the case before (see here) that for all the pomp and circumstance, Fed policy over the last three decades has done very little to deviate yields from what became a genuinely symmetrical and...

ECB Expectations Push Global Investors To US Bonds
By  - Aug 28, 2014

European yields have reached record lows after ECB expectations US Bonds have been caught up in the rise in demand driving US yields lower Emerging markets hurt as flows have pared back expecting Fed ...

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...