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Tag Archives | Bonds

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Special Update: Gold, Silver, Dollar and Rates

GOLD/SILVER Obviously flight to quality and save haven are going to be featured this week in gold with other markets like silver, platinum, palladium, Bonds and the Yen figuring into the mix. Historically there might be fewer events with as much safe haven potential as the current North Korean situation. At least in the short […]

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BONDS: Look to Sell a Return to the Overnight Highs

Global equity markets were initially under significant pressure but Asian stocks managed to recover and that might serve to tamp down initial safe haven interest in US Treasuries. In fact after a significant upside breakout in June bonds and the highest trade in many months the market fell back into this week’s consolidation zone. We […]

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The Bond Bear Camp has the Edge to Start the Week

Not surprisingly Treasury prices were lower early this morning after being presented with mostly positive Euro zone economic data. The slide in Bonds and Notes this morning isn’t out on context following hawkish Fed dialogue from Monday from the Fed’s Mester who seemed to suggest that a rate hike could be seen even if the […]

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The Forward View from the Fed is the Focus not Today’s Hike

The Asian economic calendar started out with the Bank of Japan’s quarterly Tankan manufacturing survey which came in slightly below forecasts while December Chinese new loans posted an increase from November’s reading and that sets the stage for a record amount of new Chinese loans for the year. Also out overnight was October Japanese industrial […]

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US 30 Year Yield vs. Stocks - 11/18/2016

Something’s Gotta Give!

Once again we find heavy volatility in the financial markets, with stocks generally remaining near upside breakout levels and Treasuries making a significant downward adjustment. In the equity market’s defense, the Trump situation has at least rekindled animal spirits, there is hope for tax reform, and there is talk of infrastructure spending. However, with equities […]

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Choppy Bond Action Today but Data Might Favor the Bears Today

Treasuries remain mired in a recent range bound by 162-29 and 161-21 despite an active flow of political and economic news. Favorable Chinese economic data overnight was probably countervailed somewhat by Euro zone data but in the end the international economic condition would seem to favor Treasury bears. However, the market will see a flurry […]

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Minor Support Levels Just Under Rates to Hold Today

The Treasury market saw a German October ZEW Current conditions index release overnight that showed a moderately large jump from 55.1 to 59.5 and that joins other recent data from Germany showing growth. Chicago Fed President Evans in Sydney suggested that US inflation is not at satisfactory levels yet but he also suggested that US […]

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BONDS: Rally then a Break or Just a Big Break

Overnight Treasuries spiked downward well ahead of the BOJ policy decision which might suggest that the trade was moving to factor in a US hike. However, Treasuries recovered probably in the wake of the BOJ news and more likely because the OECD came in and cut its growth forecasts and that would seem to notch […]

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