Posts filed under “Fixed Income/Interest Rates”

Fed: Not Very Good at Forward Guidance

click for larger chart

FedCurve

Source: Bank America Merrill Lynch

 

 

Category: Federal Reserve, Fixed Income/Interest Rates

It’s a Low, Low, Low, Low, Rate World

  Inquiring minds want to know: What is up with Yields ? Yesterday, Seabreeze Partners fund manager Doug Kass sent me a Bloomberg chart showing the 20 lowest developed nations’ 10 year bond yield. Astonishingly, the United States is number 16.  The US Treasury 10 year bond yields a little better more than Norway (#15),…Read More

Category: Fixed Income/Interest Rates

The Life of a Bond

Source: BlackRock Blog

Category: Digital Media, Fixed Income/Interest Rates

The Flight From Maturity

Category: Fixed Income/Interest Rates, Think Tank

Banks as Patient Fixed Income Investors

Category: Credit, Fixed Income/Interest Rates, Think Tank

Does the Federal Reserve Staff Still Beat Private Forecasters?

Category: Federal Reserve, Fixed Income/Interest Rates, Really, really bad calls, Think Tank

When Will the Fed End Its Zero Rate Policy?

When Will the Fed End Its Zero Rate Policy? Jens Christensen FRBSF Economic Letter, February 10, 2014     U.S. Treasury yields and other interest rates increased in the months leading up to the Federal Reserve’s December 2013 decision to cut back its large-scale bond purchases. This increase in rates probably at least partly reflected…Read More

Category: Federal Reserve, Fixed Income/Interest Rates, Think Tank

Category: Fixed Income/Interest Rates, Think Tank

Why Dosn’t U.S. Take Advantage of Low Rates?

Source: Office of Debt Management, Fiscal Year 2013 Q4 Report   The recent chaos in emerging markets has driven investors into U.S. Treasuries. The flight to safety has helped push down interest rates, with the yield on the 10-year bond now 2.6 percent. Although that is higher than the 1.5 percent of last summer, it…Read More

Category: Fixed Income/Interest Rates, Markets, Taxes and Policy

Don’t Expect Job Data Alone to Persuade Fed on Rates

Source: NY Times

Category: Employment, Federal Reserve, Fixed Income/Interest Rates