Bonds 05 (Sep 17 - Dec 24)

Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Mon Jan 29, 2018 7:42 am

A fire sale by the Treasury could send shock waves through the bond market, strategist warns

by Stephanie Landsman

Who's going to buy all those extra Treasury notes?


Source: CNBC

https://www.cnbc.com/2018/01/26/treasur ... KW,1ADL7,1
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Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Mon Jan 29, 2018 6:22 pm

Bonds: 2.66% versus 2.627.

Traded at the bottom of the 6 month range on the week, did manage to rebound some.

Source: Investment House
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Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Mon Jan 29, 2018 8:01 pm

German five-year bond moved above zero for the first time since December 2015.
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Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Fri Feb 02, 2018 10:13 pm

4 Ways to Play the Bond Market Meltdown

By ANTHONY MIRHAYDARI

1. ProShares UltraShort 20+ Year Treasury Bond (TBT)
2. ProShares UltraShort Real Estate (SRS)
3. SPDR Gold Shares (GLD)
4. Capital Markets ETF (KCE)


Source: Investor Place

https://investorplace.com/2018/02/4-etf ... nRwz6iWaM8
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Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Wed Feb 07, 2018 8:02 am

US Treasuries Outlook

by Henry Chan

US Treasury bonds are signalling a stark warning of an imminent economic slowdown.

The spreads between the longest tenors and the shorter ones have shrunk sharply. For example, the 10-year to 2-year spread has collapsed to as low as 0.5 per cent.

Historically, this signal has often preceded an acute recession, especially if these spreads turn negative. This time the spreads have reached ultra-low levels but remained positive, so probably a period of slow economic growth awaits.

It appears likely that slow economic growth will be met by higher inflation.

A painful scenario called stagflation – which slow economic growth is met by higher inflation – is forming.

It may not be the end of the world, given insufficient capital expenditures around the world, and rising utilisation across multiple industries.

On the positive side, demand in the developing world will eventually help to deplete excess inventories, eventually helping to underpin an economic rebound.

But until then, a nasty correction across several major asset classes can be expected, especially for those using aggressive leverage.

Source: SCMP
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Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Mon Feb 12, 2018 1:42 pm

Bonds: 2.8577% versus 2.844%.

Bond selloff below the 10 day EMA continues.

Looks like a downtrend that will test the late 2016, early 2017 double bottom near 116.

Source: Investment House
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Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Fri Feb 16, 2018 10:48 pm

Investors Pull $6 Billion From Junk-Bond Funds After Turmoil

Investors withdrew $6.3 billion from U.S. high-yield junk bond funds in the past week, the second-biggest amount ever, as concern mounted that equity-market volatility was spreading.

The week marked the fifth consecutive week of outflows, bringing the total over that period to more than $15 billion, according to Lipper Fund Flows data which include exchange-traded and mutual funds.

Source: Bloomberg

https://finance.yahoo.com/news/investor ... 07167.html
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Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Mon Feb 19, 2018 11:21 am

Bonds: 2.873% versus 2.904%.

Bonds bounced modestly Thursday and Friday, making it back to kiss the 10 day MA.

If they fail here, the downtrend that has set up is showing a lot of strength.

Source: Investment House
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Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Mon Feb 19, 2018 7:10 pm

Jittery U.S. bond market braces for supply wave

The U.S. government seeks to sell $258 billion worth of debt this coming week.

Last year's tax reform is expected to add as much as $1.5 trillion to the federal debt load, while the budget agreement would increase government spending by almost $300 billion over the next two years.




Source: Reuters

https://finance.yahoo.com/news/jittery- ... 50326.html
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Re: Bonds 04 (Jul 15 - Dec 17)

Postby winston » Mon Feb 26, 2018 8:38 am

Bonds: 2.866% versus 2.934%.

Bonds bounced Thursday and Friday from the Wednesday dive lower post FOMC minutes.

The move higher took them back to the 10 day EMA, however, and that only tests the downtrend and does not change it.

Source: Investment House
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