Bonds 04 (Jul 15 - Aug 17)

Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Mon Jul 03, 2017 9:54 am

Bonds: 2.304% versus 2.268%.

Down all week after gapping to a rally high Monday.

Over the 50 day EMA and the mid-April peak.

Important test now that the world central banks, at least US, Canada and European, are
supposedly on the same page.

Source: Investment House
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 99626
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Sat Jul 08, 2017 1:09 pm

‘Bond God’ Gundlach: Bonds are near ‘definitive’ bear market territory

“People this year had been buying long-dated Treasuries and other sovereigns as the hedge to their equity portfolios and that’s why this unwind is so ugly”.

“They are losing money on both the equity and debt side now, and are bailing out of their long-dated Treasuries.”


Thursday’s rout began in Europe after the results of a French debt auction showed a drop in excess demand for 30-year securities.

Trading volumes in bund futures contracts jumped after the auction results were announced, sparking a surge in yields.

The move gathered momentum as the yield rose above 0.51%, which Citigroup highlighted as “strong support.”

Technically “the dam broke” in German 10-year bunds and “the cascade quickly flooded sell orders into 10-year futures, with the biggest ’emergency’ overnight volume in months,”




Source: Bloomberg

http://thecrux.com/gundlach-sees-more-p ... make-exit/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 99626
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Sun Jul 09, 2017 10:08 pm

Bonds: 2.386% versus 2.368%.

Bonds continued to sell all week, now down 8 sessions off the late June rally high, taking out the 200 day SMA Thursday.

Showing the weakness you would anticipate when the Fed is serious about hiking and, supposedly, economics are better.

Source: Investment House
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 99626
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Sun Jul 16, 2017 9:22 pm

Bonds: 2.332 versus 2.346%.

Bonds gapped sharply higher, hitting 2.28% on the 10 year, before failing at the 50 day MA and falling back to close at the 200 day MA.

Tried to rally on the Yellen dovishness but having a hard time advancing the move.

Source: Investment House
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 99626
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Fri Jul 21, 2017 7:06 pm

The Great Rotation May Finally Be at Hand

By Sid Verma

Stocks’ risk-adjusted returns beating bonds: Credit Suisse
Individual, systematic investors may spur swing out of bonds

Source: Bloomberg

https://www.bloomberg.com/news/articles ... gn=markets
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 99626
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Mon Jul 24, 2017 9:42 am

Bonds: 2.241% versus 2.264%.

Bonds continued to rally on the week, moving farther off the 200 day SMA.

Source: Investment House
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 99626
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Mon Jul 31, 2017 2:09 pm

Bonds: 2.291% versus 2.303%.

Bonds still attempting to bounce off the 200 day SMA test.

Source: Investment House
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 99626
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Wed Aug 02, 2017 7:53 am

Greenspan: There’s a bubble in bonds, not stocks

“By any measure, real long-term interest rates are much too low and therefore unsustainable”.

“When they move higher they are likely to move reasonably fast. We are experiencing a bubble, not in stock prices but in bond prices. This is not discounted in the marketplace”


“The real problem is that when the bond-market bubble collapses, long-term interest rates will rise,” Greenspan said.

“We are moving into a different phase of the economy — to a stagflation not seen since the 1970s. That is not good for asset prices.”


Source: Bloomberg

http://thecrux.com/greenspan-theres-a-b ... ot-stocks/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 99626
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Mon Aug 07, 2017 8:26 am

Bonds: 2.264% versus 2.221%.

Modest drop in bonds on the jobs report.

For so strong, bonds were not surging.

TLT is holding the 50 day MA, bouncing off the low.

Source: Investment House
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 99626
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Sun Aug 13, 2017 10:00 pm

Bonds: 2.191% versus 2.201%.

Bonds are trying to break higher to take on the June high.
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 99626
Joined: Wed May 07, 2008 9:28 am

PreviousNext

Return to Archives

Who is online

Users browsing this forum: No registered users and 0 guests

cron