Bondcritic Market Monitor(28-Oct): Navigate Low Rates and Low Growth with Caution
In our bi-weekly newsletter, slow growth should translate into low rates. Low rates and low growth mean money inflow into the bond market (from the...
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Bondcritic Market Monitor (30-Sep-2019): The Cat Is Still Dead...
As we expected, a flight to quality is back as 2/10 spread remaining in single digit (6bps last Friday). Rising VIX and lower Baltic dry index...
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US Rates: A Bid for Real Yields
The US FOMC will announce its policy rate decision later today. The recent volatility in global crude oil prices has changed the dynamics a little....
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U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
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This Is the Yield Zone We Want to Buy Bonds Again
US Treasury (10 Yr Generic) (T GOVT) yield has ripped higher off of the 1.40-50% support zone and call for a yield bounce. The nature of the rise...
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