Tag Archive: treasuries

Bi-Weekly Economic Review: Waiting For Irma

This update will be a bit shorter than usual. I’m in Miami awaiting Hurricane Irma. As of now, it looks like the eye of the storm will make landfall near Key West and continue west of us with the Naples/Ft. Myers area at risk. Or at least that’s the way it looks right now. I’ve done a lot of these storms though – I lost a house in Andrew in ’92 – and you never know what these things will do. We are secure in a house that survived Andrew with barely...

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Bi-Weekly Economic Review: Attention Shoppers

The majority of the economic reports over the last two weeks have been disappointing, less than the consensus expectations. The minor rebound in activity we’ve been tracking since last summer appears to have stalled. Retail sales continue to disappoint and inventory/sales ratios are once again rising – from already elevated levels.

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Great Graphic: Yen and Yuan Connection

The US dollar has rallied against both the Japanese yen and Chinese yuan since the end of September. Through today, the yen has fallen 9.8% and the yuan has fallen by 3.5%. What they have in common is the rise in US interest rates relative to their own. Since September 30, the US 10-year yield has from below 1.60% to above 2.40% at the end of last week. Japan's 10-year yield has risen from minus nine basis points at the end of September to five...

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Weekly Speculative Positions: More Bearish Euros and CHF, Less Bullish the Yen

Speculators turned more bearish the euro and Swiss Franc and less bullish the Japanese yen in the Commitment of Traders week ending October 11.  

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Status of 9/11 Bill and the Saudi Threat

There continues to be much discussion among investors of New York Times report last weekend in which a Saudi official threatened to sell $750 bln of US Treasuries and assets if a bill that would allow families of victims to sue the Saudi governm...

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Government bond yields by country and maturity



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Can The Fed Raise Interest Rates?

Keith Weiner argues that the question should be, not when the Fed will raise interest rates, but if. Before our central planners can raise rates, they must deal with a problem of their own making.

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How Modern Monetary Policy Changed CHF from Gold-Backed to a USD and Euro-Backed Currency

we slowly move into an inflationary environment and prices of German Bunds and US Treasuries are falling.... ECB and Fed interest rates seem to be nailed to zero for years.

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The Biggest Bubble of the Century is Ending: Government Bond Yields

Government bond yields under 10 years for safe-havens are close to zero. In April 2013, even 20 year bond yields are less than 3%, What can explain this bubble of the century? Update August 16, 2013: So, 10-year Treasury yields have ended the day closer to 3 per cent. But not as close as they … Continue reading »

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From One Crisis to Another: One Month T-Bill Yields Go Negative Again

[unable to retrieve full-text content]The one-month T-bill yields zero again, as God intended, and even briefly turned negative this morning, as investors scramble for the safest, most-liquid assets they can find.

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