Category Archives: Bonds

What’s Behind the Gold Rally?

Short covering in the bond market. Don’t believe it?  Check out the chart below. Gold is up 7.7 percent since the December 15 low the same day the 10-year Treasury yield peaked at 2.60 percent. Why are Treasuries rallying?   … Continue reading

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Watch This Space: Oat-Bund Spread

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TOTD: Who Owns The Treasury Market?

(TOTD = Table of the Day)

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Quote of the Day: Bond Market Nutcracker

So while the technically-driven surge in equities may be over, a historic short squeeze in Treasuries may be about to unfold, as according to DB calculations, shorts in bond futures the largest in over 6 years with positions short across … Continue reading

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Flat markets – FT

The S&P 500 is flat for the year, and the yield curve is flattening. John Authers tries to explain why. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

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Dark pool trading in bond markets – FT

Trading in so-called ‘dark pools’ is a controversial feature of equities markets. Seth Merrin of Liquidnet tells Philip Stafford, editor of FT Trading Room, why the concept is now coming to corporate bonds. Filmed by Rod Fitzgerald. Edited by Paolo … Continue reading

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Allianz — credit bubbles have to burst – FT

In this week’s View from the Top Alistair Gray, the FT’s insurance correspondent, talks to Allianz’s chief executive Oliver Bäte about ultra-low interest rates, asset bubbles, M&A activity and Pimco after the departure of Bill Gross. For more video content … Continue reading

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An inexplicable bond sell off – FT

Two-year Treasury yields have hit their highest yield in more than four years, on an apparently quiet day. John Authers explains why reduced liquidity has fuelled fears over what might happen when the Federal Reserve raises rates. ► Authers’ Note: … Continue reading

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Greenspan conundrum in reverse – FT

The emerging market savings glut may be over as countries raid their reserves to stabilise their currencies. James Mackintosh, investment editor, examines the threat to US bonds and whether the effect on bond yields of a Fed rate rise might … Continue reading

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