Category: International Bond Market
The analysis published under this category are as follows.
Thursday, August 29, 2013
Higher Interest Rates - Bond Vigilantes Hold Upper Hand Over Central Banks / Interest-Rates / International Bond Market
By: Gary_Dorsch
Whenever former Fed chief Alan Greenspan was praised for delivering a clear message on US- monetary policy, he used to reply, "I guess I should warn you. If I turn out to be particularly clear, you've probably misunderstood what I've said." On June 7th, Greenspan set off the alarm bells on Wall Street by telling viewers of CNBC that the time had arrived for the Fed to begin tapering its $85-billion a month bond buying binge, even if the US-economy isn't ready for it. "The sooner we come to grips with this excessive level of assets on the balance sheet of the Federal Reserve, - that everybody agrees is excessive, - the better," he said in a "Squawk Box" interview. "There is a general presumption that we can wait indefinitely and make judgments on when we're going to move. I'm not sure the market will allow us to do that."
Tuesday, August 13, 2013
How to Play the Coming Bond Market Crash / Interest-Rates / International Bond Market
By: Investment_U
Alexander Green writes: You know it’s coming. Every experienced investor who is paying attention knows it’s coming. I’m talking about the upending of bonds that will take place in the months and years ahead. However, there is a smart, low-risk way to play it… and earn a decent return.
Let’s start with the basics. Picture a seesaw with interest rates on one side and bond prices on the other. When interest rates go down, investment-grade corporates and Treasuries go up. When interest rates go up, these same bonds go down.
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Thursday, July 04, 2013
How to Make Money in Bull or Bear Bond Markets / Interest-Rates / International Bond Market
By: Investment_U
Steve McDonald writes: Though painful, the recent sell-off in bonds has had three positive effects on the bond market:
First, it reinforced the fact that the bond market’s movements are mechanical and predictable.
Second, it drove up rates on all bonds to more reasonable levels.
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Saturday, June 29, 2013
The Critical Trend Towards Higher Interest Rates Has Begun / Interest-Rates / International Bond Market
By: DeepCaster_LLC
“’The Fed can continue to spew out QE until the bond market says it can’t.’ - Richard Russell. PS: The bond market has said that ‘it can’t.’”
Richard Russell, dowtheoryletters, 06/21/2013
“The real menace of our Republic is the invisible government which like a giant octopus sprawls its slimy legs over our cities, states and nation. At the head is a small group of banking houses…This little coterie…runs our government for their own selfish ends. It operates under cover of a self-created screen…seizes…our executive officers… legislative bodies…schools…courts…newspapers and every agency created for the public protection.”
John F. Hylan, Mayor of New York, 1918-1925
via lemetrepolecafe.com
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Thursday, June 27, 2013
BIS Warning of Bond Market Crisis on the Way! / Interest-Rates / International Bond Market
By: Julian_DW_Phillips
From 2007 the crises have grown - Central Banks can't fix it alone!
Whether it is Bill Gross of Pimco, Marc Faber, ourselves or so very many competent analysts in the financial world, to a man, are warning of the destructive power of rising interest rates. Now in addition to all of us, we have the central banker of central bankers, the Bank of International Settlements, giving a serious warning to developed world governments that it is perhaps too late to rely on growth to rescue the global economy from deflation.
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Friday, May 10, 2013
Global Interest Rates From An Austrian Economics Viewpoint / Interest-Rates / International Bond Market
By: GoldSilverWorlds
Interest rates all over the world are at historic lows or even negative in some instances.The recent interest rate cut by the European Central Bank brought the interest in Europe to its lowest level ever. The US is going through its fifth consecutive year of almost zero interest rates, which is the longest period ever in times of “peace.” People should question what the longer-term implications are for our economies and for society as a whole. An answer to this question is given by Claudio Grass who wrote about the matter in his latest outlook report (Global Gold Outlook Report)
Thursday, April 11, 2013
Short Japan Bonds to Profit From the End of the Monetary System / Interest-Rates / International Bond Market
By: Jeff_Berwick
While most people will lose their shirts as The End Of The Monetary System As We Know It (TEOTMSAWKI) continues down its predictable path there are some who will make fortunes.
At The Dollar Vigilante we’ve already been ahead of the curve on many profitable ventures related to TEOTMSAWKI. TDV Senior Editor, Ed Bugos, has been a proponent of owning gold since 2000 when it was at $200 and upon TDV’s founding in 2010 we immediately added gold as the largest part of our portfolio while it was trading near $1,200 and quickly saw that rise to nearly $2,000.
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Tuesday, April 09, 2013
Global Sovereign Debt Skyrockets, Bubble to Burst / Interest-Rates / International Bond Market
By: DailyGainsLetter
Mitchell Clark writes: “Risk” is a four-letter word.
It’s the kind of thing you wish you spent a lot more time thinking about before a shock actually happens.
Right now, the Federal Reserve is re-inflating assets while sovereign debt skyrockets. It’s been doing so for a number of years now, and the stock market is moving.
Wednesday, February 13, 2013
Dim Sum Bonds: A New Way to Play the Yuan and Chinese Debt / Interest-Rates / International Bond Market
By: Investment_U
Jason Jenkins writes: For about the last four months, investors have been throwing money into funds that focus on a relatively new instrument called “dim-sum” bonds. In fact, EPFR Global reported there were $81 million of inflows in the week ended January 16.
The big question: Is there a solid basis behind this movement, or are people out there just chasing yields?
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Monday, August 13, 2012
Time for the "Widowmaker Trade" to Finally Pay Off? / Interest-Rates / International Bond Market
By: DailyWealth
I GUARANTEE someone will get rich on the "Widowmaker Trade" someday...
The question is... is today the day?
Let me explain this guaranteed trade...
Monday, February 06, 2012
Bond Investors Pour into Emerging Market Debt in Hunt for Higher Yields / Interest-Rates / International Bond Market
By: Money_Morning
Don Miller writes:
The never-ending hunt for higher yield is leading investors to bet record amounts on emerging market debt.
In just the first two weeks of 2012, governments of undeveloped economies from Asia to Africa sold more than $30.6 billion in dollar-denominated bonds according to Bloomberg News.
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Friday, September 30, 2011
Don't Get Suckered by the Bond Market 'Bubbleistas' / Interest-Rates / International Bond Market
By: Money_Morning
Keith Fitz-Gerald writes:
To hear the "bond bubbleistas" tell it, the bond market is poised to collapse the second interest rates start to rise.
But if you're thinking about dumping all of your bonds, you should think again.
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Friday, August 12, 2011
Opportunities in UK Gilts and US Bonds / Interest-Rates / International Bond Market
By: Seven_Days_Ahead
The market has overcome the important Pivot at 124.95 from 2002 - and where it has failed twice before in 2009 and 2010.
Thursday, July 07, 2011
The Psychology of Bond Market Investors / Interest-Rates / International Bond Market
By: Michael_Pento
Those who take issue with the outlook of Austrian economists in general, and Euro Pacific Capital in particular, have pointed to the persistence of low bond yields as proof that our philosophy does not hold water. We argue that as the United States takes on ever more debt and prints greater quantities of dollars, that buyers of our debt will demand higher rates of interest to compensate for greater risk.
Friday, May 20, 2011
German Bund Market Uncertainty / Interest-Rates / International Bond Market
By: Seven_Days_Ahead
Over recent weeks Government Bond markets have staged a strong rally, at a time when traders and investors have become increasingly concerned about the Euro zone Sovereign debt crisis and the US budget deficit.
Sunday, May 01, 2011
Emerging Markets Central Banks Continue Trend of Tightening Interest Rates / Interest-Rates / International Bond Market
By: CentralBankNews
The past week saw 11 central banks announce monetary policy decisions, with just 3 making adjustments to interest rates. All 3 policy moves were tightening from emerging markets: Colombia + 25bps to 3.75%, Vietnam +100bps, and Russia +25bps to 8.25%. Meanwhile those that held rate unchanged were: Israel 3.00% Botswana 9.50% US 0.25% Namibia 6.00% New Zealand 2.50% Japan 0.10% Hong Kong 0.50% and Egypt 8.25%.
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Tuesday, March 08, 2011
How to Cash in on the Next Big Trend in Bonds / Interest-Rates / International Bond Market
By: Money_Morning
Martin Hutchinson writes: There have now been three successful issues by banks in Europe of a new type of investment - the contingent convertible (CoCo).
Since each CoCo issue was for several billion dollars, and European banking authorities want banks to carry a lot of their capital in this form, we should expect issues over here pretty soon. Those who know my cynical attitude towards banking innovation will be surprised to hear me say this, but actually they're a good idea for banks.
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Friday, February 25, 2011
How Strong is the German Bonds Bund Rally? / Interest-Rates / International Bond Market
By: Seven_Days_Ahead
The Technical Trader’s view:
Monday, February 07, 2011
Bond Market, The Most Dangerous Bubble of All / Interest-Rates / International Bond Market
By: Martin_D_Weiss
If you agree that the tech bubble of the 1990s and the housing bubble of the 2000s were extreme, then you must not ignore a bubble that could be the most dangerous of all — grossly overvalued bonds.
That’s precisely the bubble we have right now! And in just a moment, I’ll tell you why it’s going to bust. But first, consider …
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Friday, February 04, 2011
Junk Bonds Sending a Warning Signal to Stock Market / Interest-Rates / International Bond Market
By: Money_Morning
Shah Gilani writes:
Junk bonds got issued at record rates in 2009 and again in 2010. And that pace has carried over into the New Year.
While the ability to raise money in the less-than-investment- grade bond market indicates that the market is getting back to where it used to be, there are reasons to be worried.
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