Bond Market Data Archives - Page 3 of 5

The Decumulation of Equities Will Provide Future Support to Bonds

Last Updated: October 20, 2014

It seems like an appropriate time to remind investors of something Morgan Stanley Research published in late 2013. It concerns baby boomers and what Morgan Stanley terms the “decumulation phase” that could strain the financial markets beginning just a few years from now. […]

Making Sense of the Bond Market From the Bond Squad

Author: Thomas Byrne

Last Updated: November 15, 2014

As the bond market was closed yesterday, we are playing catchup. As such we will get right to the point (bullet point that is). […]

A Global Economy With a Split Personality

Author: Thomas Byrne

Last Updated: January 19, 2020

If the global economy is viewed as one entity, it demonstrates a split personality. On the cheerier side there is the U.S. economy. It is growing in spite of little help on the fiscal side, households which still have fairly high levels of debt and headwinds blowing in from overseas. […]

Concerns About Rising Rates – The Credit Risk Factor

Author: John Mason

Last Updated: October 10, 2014

Investors, seeking higher returns have moved more and more into securities that have higher yields putting aside, for the time being, the issue of credit risk. […]

Making Sense of a Perplexing Year in the Bond Market

Author: John Mason

Last Updated: October 3, 2014

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. […]

The Japanification of the U.S. Bond Market

Author: The Financial Lexicon

Last Updated: September 2, 2014

When the Federal Reserve kicked off the current era of monetary easing by cutting the federal funds rate 50 basis points on September 18, 2007, it kick-started the Japanification of the U.S. bond market. […]

Making Sense of the Corporate Bond Market in These Amazing Times

Author: John Mason

Last Updated: August 28, 2014

This is the third year in a row that corporate bond sales have risen to new record highs through this time of the year. […]

Making Sense of Credit Market Happenings

Author: Thomas Byrne

Last Updated: August 12, 2014

It is getting easier and easier to write “Making Sense.” It seems that each and every day, incoming data are consistent with our overall outlook and financial publications are filled with articles which make reference to or support arguments which Bond Squad has put forth for more than a year. As such, our reports can be brief and concise. Today we will discuss credit market happenings, but first the economic data. […]

In the Trenches – What Fixed Income Pros See From the Front Lines

Author: Thomas Byrne

Last Updated: July 29, 2014

The purpose of our weekly “In the Trenches” report is to provide insight into what fixed income professionals are seeing on the front lines. This often differs from the 20,000 feet perspective provided by many other market information sources. […]

What is Going on in the Bond Market?

Author: John Mason

Last Updated: May 29, 2014

In many economic models, economists contend that the “real” rate of interest is related to the expected real growth rate of the economy. Hence, the “real” rate of interest should, in some way move in a direction that is consistent with what market participants believe to be the “expected” growth rate of the economy. […]