Analysis Topic: Interest Rates and the Bond Market
The analysis published under this topic are as follows.
Friday, June 10, 2016
Central Banks Inflating an Epic Bond Bubble - Video / Interest-Rates / Liquidity Bubble
By: Mario_Innecco
hi it's Friday a June tenth 2016
malekko 64 here home of alternative economics and contrarian view
i'm going to cover the sovereign bond market today or government bond market
mainly because we're hearing more and more how trillions and trillions of
government bonds are yielding a negatively
right now they have negative yields and right now we're up to 10 trilling about
10 trillion and i think is good about to get big bigger than the number and it's
mainly in Europe and Japan and there's a story from two days ago in the aft
uh-huh and it says Japan's BTM you threatens to quit jgb primary dealers
club bank of tokyo-mitsubishi is the biggest bank in Japan they're
threatening to quit as a primary dealer of japanese government bonds primary
dealers basically they buy government bonds when the government issues it and
then they take it on their books and then they try to sell it on to their clients...
Friday, June 10, 2016
U.S. 30-year Bond Yield Breaks Down / Interest-Rates / US Interest Rates
By: Anthony_Cherniawski
Not only has the 10-year, but also the 30-year Treasury bond rate fallen beneath its Triangle trendline and challenging new lows not seen since the February market lows. It, and TNX are due for a Master Cycle low in the next three weeks. There may be a brief bounce in the next 24 hours, but the decline should resume shortly after.
Read full article... Read full article...
Wednesday, June 08, 2016
Two Months Ago, theThe Only Thing That Grows Is Debt / Interest-Rates / Global Debt Crisis 2016
By: Raul_I_Meijer
Two months ago, there was a referendum in Holland about an association agreement between the EU and Ukraine. A relatively new Dutch law states that with an X amount of signatures a referendum can be ‘forced’ by anyone. Before, during and -especially- after the vote, its importance was -and is actively being- pooh-poohed by both the Dutch government and the EU. That in itself paints the issue better than anything else. Both the call and the subsequent support for the referendum stem from resistance against exactly that attitude.
Wednesday, June 08, 2016
Pensions In The UK and EU Going Bankrupt – Slow Motion Detonation of Pensions Timebomb - Video / Interest-Rates / Eurozone Debt Crisis
By: GoldCore
Pensions in the UK, EU and internationally will go bankrupt as the long awaited ‘pensions time bomb’ detonates in slow motion.
Max Keiser and Stacy Herbert discuss the end of retirement which many Americans, Britons, Europeans and others will suffer as their pensions are decimated in the coming years due to zero percent interest rates and ultra loose monetary policies pursued for the benefit of banks and corporations.
Read full article... Read full article...
Tuesday, June 07, 2016
Fed Interest Rate Hikes Lather. Rinse. Repeat / Interest-Rates / US Interest Rates
By: Peter_Schiff
Stop me if you've heard this one before: A Fed official walks into a bar and says the economy is improving and rate hikes are appropriate. The patrons order another round to celebrate. Then disappointing data comes out, the high fives stop, and the Fed official ducks out the back...only to come back the next day saying the same thing. Anyone who pays even the smallest attention to the financial media has experienced versions of this joke dozens of times. Yet every time the gag gets underway, we raise our glasses and expect the punch line to be different. But it never is. Last week was just the latest re-telling.
Tuesday, June 07, 2016
Fed's Interest Rate Normalization Will Be Far From Normal / Interest-Rates / US Interest Rates
By: Michael_Pento
The Fed traditionally embarks on an interest rate tightening cycle when inflation has started to run hot. This decline in the purchasing power of the dollar will nearly always manifest itself in: above trend nominal GDP, rising long-term interest rates and a positively sloping yield curve. These prevailing conditions are all indications of a market that is battling inflation; and thus prompts the Fed to start playing catch up with the inflation curve.
Monday, June 06, 2016
U.S. Jobs Report Means Don’t Bank On Interest Rate Hikes! / Interest-Rates / US Interest Rates
By: Chris_Vermeulen
This past Friday, June 3rd, 2016, The Bureau of Labor Statistics released their most recent report regarding new employment data and nonfarm payroll employment which indicates that during May of 2016, it was the smallest increase seen in 28 months.
During May of 2016, there were 144,592,000 payroll jobs within the US, which was up by 1.6 percent, or equivalent to 2.3 million jobs, from May of 2015 (These are all not-seasonally-adjusted numbers).
Read full article... Read full article...
Thursday, June 02, 2016
Race to the Bottom Gaining Traction: Negative Interest Rates Amplify Currency Wars / Interest-Rates / Currency War
By: Sol_Palha
Ability is a poor man's wealth. M. Wren
If you had told individuals before 2009 that we would be living in a negative rate environment in the near future, most would have treated you like a lunatic that just escaped from Ward 12. Fast forward a few years and viola, bankers all over the world are embracing negative rates. China devalued the Yuan once again, adding further fuel to the already blazing fire. The Fed will have no option but to lower rates and then Jump onto the negative rate bandwagon. Don’t listen to the nonsense the Fed has been mouthing for months that all is well. We can already see the all is good slogan breaking down to “it’s not as good as we thought" slogan; this will eventually change to “oh my God it’s darn right ugly out there” and we need to lower rates to prevent a catastrophe slogan.
Read full article... Read full article...
Wednesday, June 01, 2016
The $6 TRILLION Corporate Debt Implosion Begins... / Interest-Rates / Corporate Bonds
By: Graham_Summers
The corporate bond market is a $6 trillion time bomb waiting to go off.
It took the US half a century to grow its corporate bond market to $3 trillion.
Thanks to the Fed implementing ZIRP and holding rates there for seven years, we’ve doubled the corporate bond market, adding another $3 trillion in corporate debt… since 2009.
Read full article... Read full article...
Tuesday, May 31, 2016
10 Questions About our Broken Financial System / Interest-Rates / Financial Crisis 2016
By: DeviantInvestor
Bonds look like a bubble in search of a pin. What if global bonds are revalued lower to account for the following?
- Probability of repayment in a currency that will maintain its purchasing power for the lifetime of the bond.
- Probability of responsible fiscal management by the governments of the bond issuing countries.
- Probability of repayment without rolling over those bonds by creating EVEN MORE UNPAYABLE
- Actual positive yield.
Sunday, May 29, 2016
“Debt, Not The Economy, Reaches Escape Velocity” With Graham Mehl / Interest-Rates / Credit Crisis 2016
By: Andy_Sutton
One of the biggest buzz-terms of the falsetto, faux recovery has been ‘escape velocity’. If there are any NASA engineers left, they can correct me, but I believe the term was used in physics or perhaps rocket science to describe the velocity an object must reach to break the hold of the Earth’s gravity. And you think Economics has some formulas? I’d LOVE to see the one for the real escape velocity.
Getting back to the economic version of rocket science (don’t even tell me that isn’t funny), we have been hearing the term for the past several years. Ironically it started with the central banking crowdlthough they never quite told us what exactly the economy had to do to accelerate beyond the grasp of the ‘great recession’.
Read full article... Read full article...
Sunday, May 29, 2016
Billionaire Gross: Jubilee Debt Relief as Prelude to New Global Economic Order / Interest-Rates / Global Debt Crisis 2016
By: Jeff_Berwick
Bill Gross just made headlines by explaining that Japan was bankrupt and its central bank would have to acquire the nation’s debt and then “forego repayment.”
What billionaire Gross is talking about here is a debt jubilee. And we’re not surprised. We’ve predicted this after all. I’ve often said that Japan will be the first to fall.
Read full article... Read full article...
Friday, May 27, 2016
The 5 Fatal Flaws of Trading / Interest-Rates / Learn to Trade
By: EWI
Close to ninety percent of all traders lose money. The remaining ten percent somehow manage to either break even or even turn a profit -- and more importantly, do it consistently. How do they do that?
That's an age-old question. While there is no magic formula, Elliott Wave International's own Jeffrey Kennedy has identified five fundamental flaws that, in his opinion, stop most traders from being consistently successful. We don't claim to have found The Holy Grail of trading here, but sometimes a single idea can change a person's life. Maybe you'll find one in Jeffrey's take on trading. We sincerely hope so.
Read full article... Read full article...
Thursday, May 26, 2016
Cash Holdings of Apple and Other Tech High Fliers Are A Massive Risk in This Debt Jubilee Era / Interest-Rates / Credit Crisis 2016
By: Jeff_Berwick
Throw every “norm” out the window. This Keynesian, central banking world has everything so distorted that nothing makes sense anymore.
There are currently more than $7 trillion in bonds, worldwide, offering a negative interest rate. Wrap your head around that! People are actually paying trillions of dollars to give their money to mostly bankrupt governments with the promise they will receive less at a later date.
Read full article... Read full article...
Thursday, May 26, 2016
Bill Gross on the Fed, Short Credit, Japan and more / Interest-Rates / Global Financial System
By: Bloomberg
Janus Capital Management Fund Manager Bill Gross was interviewed by Erik Schatzker at the 2016 Blooomberg Fixed income Event at the Beverly Hills Hotel in California.
Gross shared his thoughts on: whether the Fed will move in June, how much that matters, Janus’ performance, trying to short credit, hedge fund fees, Japan’s fiscal policy and the currency market.
Read full article... Read full article...
Wednesday, May 25, 2016
U.S. Household Debt Still Below 2008 Peak / Interest-Rates / US Debt
By: Mike_Shedlock
Household Debt Summary
- Household debt for the first quarter of 2016 is up $136 billion.
- Mortgage debt, up $120 billion, accounts for most of the gain.
- Student loan debt, up $29 billion, accounts for most the rest.
- Total household debt still below 2008 peak
Monday, May 23, 2016
Why Aren't Venezuelan Interest Rates Going Negative Like in Europe? / Interest-Rates / Venezuela
By: Mario_Innecco
Monday May 23rd 2016 I'm gonna talk about Venezuela is mainly because we've
been you know bombarded in the last few months which stories in the mainstream
and alternative media about hyperinflation Venezuela societal
collapse people killing packs to eat you know loads of horrible stories and I'm
not saying they're not true they are and Venezuela though is a fairly rich
country know you look at their GDP per capita has hired in China I know they
have a lot of oil revenue but it's still not a poor country and the main theme
and even Zero Hedge who blog I read it and I really enjoy what they talked
about and how you analyze things they've caught you know they've been trapped by....
Thursday, May 19, 2016
Bank Bail-Ins Pose Risks To Retail Depositors / Interest-Rates / Credit Crisis 2016
By: GoldCore
Bank bail-ins pose risks to retail investors and especially savers throughout the western world. The new bail-in rules have been made operational since the beginning of this year in the EU and in many other countries yet the risks and ramifications of bail ins have been largely ignored in most of the media.
Thursday, May 19, 2016
The Federal Reserve is Not Going To Raise Interest Rates and Destroy Gold / Interest-Rates / US Interest Rates
By: Michael_Swanson
Yesterday the stock market and gold prices fell into their closing bells after the release of minutes of the Federal Reserve’s April meeting.
The Federal Reserve did not raise interest rates at that meeting, but the minutes showed that some Federal Reserve Board members hope to raise interest rates in June.
Read full article... Read full article...
Wednesday, May 18, 2016
An Incredibly Simple, Rarely Used Way to Book 170% Investing Gains / Interest-Rates / Learning to Invest
By: Casey_Research
By Dan Steinhart
Editor’s note: You’ll find a very important theme running through the Dispatch over the next five days…
We’re going to discuss the secrets of Casey Research founder Doug Casey’s wildly successful investment strategy…one that has made him tens of millions of dollars in the markets. For each of the next five days, you’ll receive an essay about how this strategy can potentially add tens of thousands of dollars a year to your investment returns…
Read full article... Read full article...