Over the past year, a lot of attention has been paid to the decline in longer-term bonds. Today, I would like to look at what has happened to the term structure of interest rates during this period of decline. […]
Article by john-mason
Making Sense of a Perplexing Year in the Bond Market
Trying to understand the movement in the bond market this year has been perplexing for many. Perhaps it would be instructive to listen to someone who “got it right” so far in 2014. […]
Disinflation and Deflation Are On The Table
In a recent edition of Barron’s Gene Epstein, titles his column, “More Disinflation Lies Ahead.” […]
How I Interpret Bond Market Interest Rates
Here is the basic structure that I use when looking at bond market interest rates. […]