Content
All Posts > Content under Bonds
Souring, Not Soaring
Article By:
Jeffrey P. Snider
Read
Monday, January 14, 2019 8:40 PM EDT
USTs and eurodollar futures had been saying all along throughout the entire run of Reflation #3 that the chances the global economy was going to soar were nowhere near the chances it was going to sour.
Lions And Tigers And Yield Curve Inversions
Article By:
Charlie Bilello
Read
Monday, January 14, 2019 2:48 PM EDT
There is no rule saying a recession has to start immediately after an inversion. The yield curve is a long leading indicator, and in the last 3 cycles, it took between 16 and 31 months after inversion for a recession to start.
Another Worrisome Chart
Article By:
Brad Zigler
Read
Monday, January 14, 2019 1:33 PM EDT
There’s peril ahead for both stocks and bonds.
PG&E Former CEO To Collect Millions In Cash While Utility Files For Bankruptcy
Article By:
Tyler Durden
Read
Monday, January 14, 2019 12:56 PM EDT
With the second bankruptcy of PG&E looming both shareholders and bondholders are staring at massive losses.
In this article: PCG
Shrinking Global Liquidity Raises A Red Flag In The Equity Markets
Article By:
Norman Mogil
Read
Monday, January 14, 2019 9:48 AM EDT
What are some of the signs that the decline in liquidity is having an adverse impact on the U.S and world economies?
In this article: JNK
Beyond Prices
Article By:
Mati Greenspan
Read
Monday, January 14, 2019 7:58 AM EDT
If you want to get a good idea of how the crypto industry has grown throughout 2018, look no further than jobs data.
In this article: BITCOMP
Update On Discounted Bonds
Article By:
Financial Velociraptor
Read
Monday, January 14, 2019 5:43 AM EDT
I am increasingly wanting to shift my focus to high yield corporate bonds bought a discount to par. The underlying yields are similar but there is upside in the way of capital gains when the bonds pay out at par.
What An Inverted Yield Curve Means For Stocks, Currencies, Commodities, And Real Estate
Article By:
Troy Bombardia
Read
Monday, January 14, 2019 4:20 AM EDT
For the U.S. stock market, a yield curve inversion isn’t an immediately bearish sign for stocks. Although a yield curve inversion preceeds most recessions and bear markets, the lead time is often long.
US 10 Year Yield (Jan. 14 Preview)
Article By:
Petros Steriotis
Read
Sunday, January 13, 2019 9:36 PM EDT
I believe that the break below this multi-year support line of treasury yields is a very positive indication for global equities rather than a signal of “return to safety”.
Market Update….Dual Diagnosis
Article By:
Keith Schneider
Read
Sunday, January 13, 2019 5:40 PM EDT
Last week we received the news Mr. Market was suffering from Market Nervosa. After this week’s session, the diagnosis now indicates that Mr. Market is also suffering from a bi-polar disorder. Each condition is creating a feedback loop to the other.
Markets: Pendulums
Article By:
Robert Savage
Read
Sunday, January 13, 2019 5:18 PM EDT
If the focus last week was on positive US-China talks, the week ahead is about Europe with UK Brexit and ECB Draghi speech key event risks. A stronger USD next week may bring back the negative correlation to the S&P 500.
Blind Fed Leading Blind Investors Over A Financial Cliff
Podcast By:
Peter Schiff
Listen
Sunday, January 13, 2019 12:16 PM EDT
The stock markets ended the week on a positive note and everything was up except bonds and the dollar with oil being the big winner. What is driving the upbeat week is the Fed, with not just the Powell put, but a number of central bankers.
20 Year Treasuries: The Most Scary Chart Of 2019
Article By:
Taki Tsaklanos
Read
Sunday, January 13, 2019 12:12 PM EDT
Based on just 15 leading indicators we identify the dominant trend(s) in global markets. While researching we have found one chart that needs special attention: 20-year Treasuries in the U.S. This qualifies as the most scary chart of 2019.
CEOs Need New Business Models Amid Downturn
Article By:
Paul Hodges
Read
Sunday, January 13, 2019 12:07 PM EDT
Many indicators are now pointing towards a global downturn in the economy, along with paradigm shifts in demand patterns. Investors need to ensure CEOs focus on building resilient business models to survive and prosper in this New Normal world
SPX Is Not Out Of The Woods
Article By:
Tony Cherniawski
Read
Sunday, January 13, 2019 12:01 PM EDT
SPX continued its rally up to its Head & Shoulders neckline at 2595.00 and Short-term resistance at 2617.36, where it bogged down in the end of the week. These are critical tests that it must pass to remain bullish. SPX is not out of the woods.
Weighing The Week Ahead: Will Corporate Earnings Results Change The Message Of The Markets?
Article By:
Jeff Miller
Read
Sunday, January 13, 2019 11:39 AM EDT
It is a light economic calendar without any of the most important reports. The government shutdown will command increasing attention as long as it continues. Finally, there is some real competition in financial news – the start of earnings season.