Bonds 05 (Sep 17 - Dec 24)

Re: Bonds 05 (Sep 17 - Dec 19)

Postby winston » Mon Feb 18, 2019 8:30 am

Bonds: 2.664% versus 2.654%.

A short, 7-week cup with handle has formed, still looking like a bullish setup for bonds to break higher and yields to fall.

Historical: the last sub-2% rate was in November 2016 (1.867%). Last trade over 3% was November 2018.

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: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 05 (Sep 17 - Dec 19)

Postby winston » Mon Mar 11, 2019 9:15 am

Bonds: 2.632% versus 2.641%.

Bonds up five straight sessions as stocks sell five straight sessions.

Bounced off the dive to the 200 day SMA, now nearing the February highs.

Source: radiosai.org
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: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 05 (Sep 17 - Dec 19)

Postby winston » Sun Mar 17, 2019 10:44 pm

Bonds: 2.591% versus 2.628%.

TLT held flat but the 10 year went wild with an upside rally.

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: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 05 (Sep 17 - Dec 19)

Postby winston » Mon Mar 25, 2019 8:32 am

Bonds: 2.538% versus 2.524% 10 year.

After the surge upside Wednesday post-FOMC, TLT gapped to a doji, still just below the early January high.

3 month: 2.459%
2 year: 2.319%

Historical: the last sub-2% rate was in November 2016 (1.867%). Last trade over 3% was November 2018.

2.524% versus 2.616% versus 2.601

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: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 05 (Sep 17 - Dec 19)

Postby winston » Fri May 10, 2019 1:38 pm

The Bond Market Just Sent a Disturbing Message

by Robert Burgess

The $27 billion sale of 10-year notes – the world’s benchmark securities – didn’t go well at all.


Source: Bloomberg

https://finance.yahoo.com/news/bond-mar ... 12635.html
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: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 05 (Sep 17 - Dec 19)

Postby winston » Fri May 17, 2019 7:39 am

Beijing unloads US Treasuries in hot times

China sold the most US Treasuries in almost 2-1/2 years in March amid uncertainty about a trade deal between Beijing and Washington.

Just-released data from the US Treasury Department shows Beijing selling US$20.4 billion (HK$158.7 billion) in Treasuries in March - the most since October 2016 - following US$1.08 billion in purchases in February.

China's stake in Treasuries fell for the first time in four months to US$1.12 trillion in March, which was the lowest since May 2017 when it was US$1.10 trillion. It was US$1.13 trillion in February.

Since last week and after a dismal 10-year Treasury auction there has been renewed speculation whether China may sell US debt in retaliation for increased tariffs on US$200 billion of its exports to the United States.

The latest data on Beijing's US bond holdings were collected before a sudden breakdown in trade talks between the world's two biggest economic powers 1-1/2 weeks ago and prior to the duty hike on Chinese goods that went into effect on Friday.

"The decline this month brings China essentially flat to where they were in February, erasing the increases from December through February," Jefferies' senior money market economist, Tom Simons, wrote in a research note.

Despite the drop in Treasuries holdings, China remains the largest US creditor.

Meanwhile, China's foreign direct investment in April expanded 6.3 percent year on year to 62.9 billion yuan (HK$71.7 billion).

China's new home prices in April rose 0.6 percent from a month earlier, unchanged from the pace of growth in March, calculated from National Bureau of Statistics data published yesterday.

From a year earlier, average new home prices in 70 major cities increased 10.7 percent in April, up from 10.6 percent growth a month earlier.

Source: Reuters

http://www.thestandard.com.hk/section-n ... 0517&sid=2
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: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 05 (Sep 17 - Dec 19)

Postby winston » Thu May 30, 2019 1:03 pm

US Treasury Inversion Worsens as $12.6 Trillion Bonds Trade With Negative Yield

Global bond markets extended their recent rally Wednesday, pulling benchmark U.S. Treasury yields to fresh multi-year lows, as investors continue to favor fixed income assets amid escalating trade tensions, slowing growth and tepid inflation.

by Martin Baccardax

Nearly $160 billion has flowed into fixed income assets this year, dwarfing the $135 billion that's moved out of global equity markets.

About $13 trillion in fixed income securities are trading with a negative yield.

10-year German bunds, for example, are trading at -0.167%, near their all-time low.

In Japan, 10-year JGBs hit a December 2016 low of -0.1% in overnight trading,


Source: The Street

https://www.thestreet.com/investing/fix ... yptr=yahoo
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: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Bonds 05 (Sep 17 - Dec 19)

Postby behappyalways » Sun Aug 18, 2019 1:31 pm

Does this line predict America’s next recession? | The Economist
https://www.youtube.com/watch?v=oW4hfaiXKG8
血要热 头脑要冷 骨头要硬
behappyalways
Millionaire Boss
 
Posts: 39914
Joined: Wed Oct 15, 2008 4:43 pm

Re: Bonds 05 (Sep 17 - Dec 19)

Postby behappyalways » Tue Aug 20, 2019 5:57 pm

Would you accept a loss to keep your money safe?
https://www.bbc.com/news/business-49398538
血要热 头脑要冷 骨头要硬
behappyalways
Millionaire Boss
 
Posts: 39914
Joined: Wed Oct 15, 2008 4:43 pm

Re: Bonds 05 (Sep 17 - Dec 19)

Postby behappyalways » Wed Mar 18, 2020 2:53 pm

Investors in World Bank’s ‘pandemic bonds’ face big losses due to the coronavirus outbreak
https://www.cnbc.com/2020/03/18/coronav ... osses.html
血要热 头脑要冷 骨头要硬
behappyalways
Millionaire Boss
 
Posts: 39914
Joined: Wed Oct 15, 2008 4:43 pm

PreviousNext

Return to Other Investment Instruments & Ideas

Who is online

Users browsing this forum: No registered users and 8 guests