Bonds—Supply, Inflation, and the Treasury Yield Curve
The fundamental case for low bond yields rests on two premises. First, the neutral level of real yields will remain much lower than has been the...
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Powerful Yield Trigger Chart
This is such a compelling bullish yield chart that supports our above consensus rising yield view. More importantly, levels outlined will act as...
133 Views
Multiple Upside Risks for US Bond Yields
In our post on Monday (The white trashing of the US dollar), we suggested that it may be too late and dangerous to sell the USD that is falling in...
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Asian Credit Monitor: 2018 Portfolio Strategy, US Rate Trajectory, China Credit Gap
2017 was a decent year for EM bonds in general (both hard and local currencies), amidst strong portfolio/fund net inflows, higher risk appetite and...
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Softer Year-End U.S. Payroll Growth Does Not Change The Outlook
Nonfarm payrolls rose by 148,000 in December, a moderation from the average monthly gain of 173,000 in the first 11 months of 2017. The...
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