Market Moves
With Inflation Expected to Edge Higher, BlackRock Says Buy TIPS
They’re the best way to offset an upward trend in the CPI, the firm advises.
Tag: 10-Year Treasury
Risk
A Likely Electoral ‘Blue Sweep’ Will Steepen Yield Curve, Credit Suisse Says
With Democrats ruling the White House and Congress, bigger federal spending should spur yield-raising inflation, report contends.
Who Needs Bonds Anyway?
They don’t pay much interest, and future price appreciation is so not happening. Still, they have their uses.
Coronavirus - COVID-19
Maybe, Just Maybe, the Virus Woes Have Peaked
Commonwealth’s McMillan sees encouraging pandemic data, and thinks the recovery can continue.
Why the Worst Is Over for Mortgage-Backed Securities, Maybe
MBS, which got flattened in March, are on the mend, but some warning signs linger. Like, what if the recession caves the housing market?
Coronavirus - COVID-19
Wells Fargo Predicts 10-Year T-Note Will Rise Above 1%
Now at a 0.63% yield, the benchmark bond should move up due to better economic and virus news, says bank’s strategist.
Coronavirus - COVID-19
Crisis Creates New Class of High-Yielding Stocks
Leuthold’s Opsal identifies 148 of them yielding more than 4%.
Market Moves
Is the Worst of the Virus Market Rout Close?
Commonwealth’s McMillan says 10-year Treasury yield dive is close to those in previous outbreaks.
Research
Pension Plans Will Boost Hedge Fund Investments in 2020, Study Says
Dismay over low-yielding fixed income will cause shift, industry research group Agecroft Partners predicts.
News
Goldman Warns of a ‘Baby Bear’ Market in Bonds for 2020
Despite expected Fed inaction next year, a strong economy will lift interest rates, the firm forecasts.
Market Moves
Good News: A Fed Rate Cut May End the Inverted Yield Curve
Then, the 3-month Treasury could dip below the 10-year, and dispel this dreaded recession portent.
Market Moves
A Contrary Signal to the Baleful Inverted Yield Curve
The spread between BBB corporates and 10-year Treasuries is shrinking.
Why the Stock Market’s Dive Was an Overreaction
As benchmark 10-year Treasury finally rises over 3.2%, equity investors fear growth-choking interest rates are en route.
Abby Joseph Cohen Is Worried About the Bond Market
Goldman strategist notes rise of short-term rates and projects a 3.6% 10-year Treasury.
Moody’s: Higher Treasury Yields Expected as Equities Surge
The firm points to stock rally and lower junk yields as key to New Year market sentiment.