Newsclips
Is Treasury Supply a Problem?
November 1, 2023
In a year when bond bulls desperately search for reasons their outlook has not worked out, U.S. Treasury supply has offered a convenient scapegoat.
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Total Return Review – Bonds’ Encore Performance in 2023
November 1, 2023
Rather than reverting to the mean as many expected, bond returns are in the midst of an encore performance of last year's terrible returns.
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Quick Comments/What We’re Reading
November 1, 2023
Today's topics include FOMC preview, Bank of Japan buys bonds, economic sentiment versus reality, Dudley on the 'Fed pause', Shelton comments on market stability under the Fed, Druckenmiller makes a big bullish bet on 2-year notes, eyes on the Treasury market, and impact of higher rates on private equity investments.
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Cartoons
November 1, 2023
Newsclips
The BoJ Blinks Again on Yield Curve Control
October 31, 2023
The Bank of Japan enacted yield curve control in 2016. Since then, anytime yields on the Japanese 10-year pushed against the upper limit, the BoJ took action to widen the band. Earlier today the BoJ loosened the cap on rates for the fifth time, bringing into question the effectiveness of yield curve control.
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Fund Flows – Allocators vs. Traders
October 31, 2023
Differentiating 'allocator' ETF flows from 'trader' ETF flows
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Quick Comments/What We’re Reading
October 31, 2023
Today's topics include the Fed's conundrum, on Treasury supply & borrowing, stickier wages adds challenges for the Fed, Chinese economy continues to flash worrying signs, a money draught in commercial real estate, the impact of the rush to cash, subpar savings rates, Eurozone inflation falls, and the Middle East war impact on oil
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Cartoons
October 31, 2023
Conference Calls
When Will Yields Peak?
October 30, 2023
A replay of our November 2, 2023 conference call.
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Q3 Earnings Update: Quarterly Earnings Growth Unexpectedly Jumps
October 30, 2023
We are now into Q3 2023 earnings season. S&P 500 operating earnings, initially expected to decline, have jumped into positive growth territory.
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Quick Comments/What We’re Reading
October 30, 2023
Today's topics include Timiraos hints Fed may be done hiking, buying the TLT dip, why homeowners aren't selling, stocks enter correction territory, Barron's cover warning: bond edition, EM companies at risk from higher rates, a secular shift in consumer behavior, buying bonds, longer duration Treasury issuance coming, credit market concerns, US consumer spending strength baffles economists, and why has Bitcoin rallied?