Section
Bond Yields
704 posts
Interest rates are on the rise. Now what?
by Sandy Liang, CFA, Portfolio Manager, Redwood Asset Management Interest rates are on the rise. That is fact.…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Franklin Bissett's Tom O'Gorman: Is the bond market right about the economy?
We recently chatted with Tom O'Gorman, SVP, and Portfolio Manager, Fixed Income, at Franklin Bissett Investment Management. Via…
Underappreciated factors behind fast-rising bond yields
by Jeff Rosenberg, Managing Director, Chief Investment Strategist, Fixed Income, Blackrock The early February spike in equity market…
Inflation Fears Are Overdone (again)
by Scott Brown, Ph.D., Economics, Raymond James Recent stock market volatility was partly blamed on fear that inflation…
The Market is Finally Getting the Joke
by Scott Minerd, CIO, Guggenheim Partners LLC The last two weeks have been pretty exciting, certainly a lot…
Melt-up or Melt-down?
by John Lynch, Chief Investment Strategist, LPL Research Melt-up or Melt-Down? KEY TAKEAWAYS Friday’s sharp stock market decline…
Has Fake News Spread to the Bond Markets?
Has Fake News Spread to the Bond Markets? by Erin Bigley, Senior Portfolio Manager—Fixed Income, AllianceBernstein Fake news. It’s…
Jeffrey Saut: Investment Strategy – The Curve
by Jeffrey Saut, Chief Investment Strategist, Raymond James Much has been written recently about the yield curve. According…
SIA Weekly: The Trend in Long-Term U.S. Treasury Yields
by SIACharts.com For this week’s Equity Leaders Weekly, we are going to take a look at the volatile…
There’s a New Yield Curve to Predict Recessions
by Ashwin Alankar, Janus Henderson Investments High-yield credit markets are a now a better barometer of economic conditions…
The elephant in the room… see the big picture
The elephant in the room… see the big picture By Doug Drabik, Fixed Income, Raymond James We are…
Gundlach: "I'll Be Disappointed If I Don't Make 400% On My S&P Puts"
by Zero Hedge Following on from his recent cautious commentary on low levels of bond yields and equity…
When Raising Rates Doesn't Raise Rates
by Drew O'Neil, Fixed Income, Raymond James When the Fed announced that they were raising the federal funds…
Are we over-reacting again?
by Doug Drabik, Fixed Income, Raymond James Many questions continue to circulate about the consequences of the Fed…
Did Copper/Gold Forecast the Spike in Yields?
by Ryan Detrick, LPL Research We ran our first blog on the copper/gold ratio relative to the 10-year…
