Bonds 04 (Jul 15 - Aug 17)

[winston]

The 30 year bull-market in bonds will end this year

Source: Daily Crux

http://thecrux.com/bond-god-gundlach-th ... this-year/

[winston]

Bonds (10 year): 2.58% versus 2.60%.

Trying to put in a second bottom at the December low.

Look oversold from this pattern.

Now what does that suggest? The Fed NOT hiking rates?

Would it really do that? Perhaps a bounce into the FOMC announcement Wednesday.

Source: Investment House

[winston]

Bonds (10 year): 2.58% versus 2.60%.

Trying to put in a second bottom at the December low.

Look oversold from this pattern.

Now what does that suggest? The Fed NOT hiking rates?

Would it really do that? Perhaps a bounce into the FOMC announcement Wednesday.

Source: Investment House

[winston]

Trump's "Make America Great" plan is bad news for these investors

Source: Daily Crux

http://thecrux.com/trumps-make-america- ... investors/

[winston]

This is the biggest risk BlackRock sees in the bond market

by Stephanie Landsman

To cope with the risk, Fredericks' is betting against Treasury futures at the two and five year point of the yield curve, while betting on longer-term instruments on the back end.

He predicts bond prices, which trade inversely to their yield, will likely be held down by a slower rate of long-term GDP growth.

Source: CNBC

http://finance.yahoo.com/m/177f1330-2b7 ... -risk.html

[winston]

Bonds (10 year): 2.50% versus 2.529%.

After selling to start March, bonds recovered Wednesday to Friday AFTER the FOMC hiked rates.

Hiking into an economic slowdown or just not as hawkish as many expected?

We will see.

Source: Investment House

[winston]

Investors pull most cash from U.S. junk bond funds since 2014

By Trevor Hunnicutt

The junk bond funds recorded $5.7 billion in withdrawals

Stock funds posted $72 billion in withdrawals last year, while bonds attracted $190 billion

Source: Bloomberg

http://www.reuters.com/article/us-inves ... US%20Money

[winston]

China: Bond funds provide scant relief for mainland investors who fled 2015 stock rout

About a third of mainland bond funds managed by fund houses have posted losses so far this year, according to Wind Information

Mainland investors who sought safety in bond funds after they were burned in the stock market crash of mid-2015 may find themselves licking their wounds once more.

As of Monday 450 bond funds – about a third of the 1,400 mutual funds focusing on fixed-interest investment – had posted losses this year, according to Shanghai-based data provider Wind Information.

The total value of bond funds under the management of the 113 mainland mutual fund houses climbed 760 billion yuan (US$110.4 billion) to 9.1 trillion yuan in 2016.

Source: SCMP

http://www.scmp.com/business/china-busi ... s-who-fled

[winston]

Gundlach: Bonds have the worst possible setup in history

Source: Daily Crux

http://thecrux.com/bond-god-gundlach-bo ... n-history/

[winston]

Bonds (10 year): 2.232% versus 2.264%.

Impressive break higher on the week, pausing Thursday, but only after adding a bit more to the rally.

Again, bonds are not giving the economy a vote of confidence.

Source: Investment House