Posts filed under “Fixed Income/Interest Rates”

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

Cash Purchases Spike as Interest Rates Rise

Source: RealtyTrac   The chart above comes form the RealtyTrac Residential & Foreclosure Sales Report. It should come as no surprise that as rates rise, so too do all-cash purchases. There are a few significant factors worth noting: 1) Last year, institutional investor purchases for residential properties (single family homes, condominiums and townhomes) accounted for…Read More

Category: Credit, Fixed Income/Interest Rates, Real Estate

Economic Indicators Dashboard

Click for an interactive graphic. Source: Russell Investments

Category: Consumer Spending, Credit, Economy, Employment, Fixed Income/Interest Rates, Markets

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

Nobody Likes Bonds!

Earlier this week, we noted that “the Consensus Hates Bonds.” That is a small part of the reason my firm decided to increase our exposure to specific types of fixed income this year after having been significantly underweight bonds in 2013. I mentioned we added preferreds and corporate fixed income, obtaining that exposure primarily though…Read More

Category: Fixed Income/Interest Rates, Sentiment

Surprising Consensus On Cross Asset Research

Source: iShares by BlackRock   If you want a sense of the consensus view of equities, this recent chart from BlackRock might provide some insight.   Continues here    

Category: Asset Allocation, Fixed Income/Interest Rates, Psychology

A (Somewhat) Bursting Bond Bubble

Another holiday present from Goldman Sachs: Source: Goldman Sachs, “Top of Mind”, December 18, 2013.

Category: Economy, Fixed Income/Interest Rates, Markets

From Secrecy to Transparency at the Fed

Via Goldman Sachs: Source: Goldman Sachs, “Top of Mind”, December 18th, 2013

Category: Federal Reserve, Fixed Income/Interest Rates