Analysis Topic: Interest Rates and the Bond Market
The analysis published under this topic are as follows.
Monday, August 17, 2009
U.S. Treasury Bond Yields, Where to From Here? / Interest-Rates / US Bonds
By: Mike_Shedlock
Last week's treasury rally was the biggest in eight months notes Bloomberg in Treasuries Rise Amid Flat Consumer Prices, Declining Confidence.
Monday, August 17, 2009
U.S. Treasury Bonds Positive Seasonal Influences / Interest-Rates / US Bonds
By: Levente_Mady
The bond market bounced back last week. We went through another 3-10-30 year auction cycle, but the restless natives did not even wait for the auctions to be out of the way as the bond started its move up first thing on Monday. Needless to say the supply was well received. Not only was the bidding substantial and aggressive, but also the closely watched “International Buyers” showed up in force again. They took over 50% of all the bonds auctioned and were especially aggressive in buying the 30 year tranche on Thursday.
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Saturday, August 15, 2009
FDIC Depositor Insurance Scheme is Bankrupt! / Interest-Rates / Credit Crisis 2009
By: Mike_Shedlock
Bank Failure Friday is in full swing. Tonight there were 5 more failures, numbers 73 through 77 on the year. In the biggest failure since WaMu, BB&T Takes Over Colonial.
Saturday, August 15, 2009
U.S. Debt as a Percentage of GDP Means No Growth for 50 Years / Interest-Rates / US Debt
By: Andy_Sutton
Apparently, a bazooka wasn’t enough. Last summer, that is what then Secy. of the Treasury Henry Paulson asked for when he made his case for sweeping financial powers. Instead, Congress gave him a nuke, and apparently that wasn’t enough either. Making the jump from completely absurd to the absolutely ridiculous, Timothy Geithner became the latest in a long line of Treasury Chiefs to run to Congress to ask for an increase in the nation’s debt ceiling.
Friday, August 14, 2009
Moment of Truth for U.S. Treasury Bonds / Interest-Rates / US Bonds
By: Mike_Paulenoff
The moment of truth for the iShares Barclays 20+ Year Treasury Bond ETF (NYSE: TLT). If current strength continues to propel prices into and ABOVE a key near-term resistance plateau between 94.15 and 94.85, then prices should explode even more rapidly towards 97 thereafter (and I will be forced to chase the long side).
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Thursday, August 13, 2009
The Federal Reserve is Immoral / Interest-Rates / Central Banks
By: Tim_Iacono
During the first few days of each month comes a task that is increasingly approached with dread around here and, unfortunately, that condition is likely to persist for some time.
Shortly after banks make their month-end update to various short-term savings accounts that we hold, these balances are queried, only to find that, almost without exception, interest credited is less than it was in prior months and far less than it was eight or ten months ago.
Thursday, August 13, 2009
Fed a Rudderless Ship? / Interest-Rates / Central Banks
By: Axel_Merk
How much excitement can a statement by the Federal Reserve’s Open Market Committee (FOMC) generate? Given that the Fed has been printing over a $1 trillion of fresh currency over the past year, more are indeed taking note when the Fed speaks.
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Thursday, August 13, 2009
Bernanke, Do You Have The Cojones To Raise U.S. Interest Rates? / Interest-Rates / US Interest Rates
By: Mike_Whitney
Mike Whitney writes: Booyah. It's morning in America. The jobless numbers are stabilizing, the stock market is sizzling, quarterly earnings came in better than expected, traders have turned bullish, housing is showing signs of life, and clunker-swaps have given Detroit a well-needed boost of adrenalin. Even Cassandra economists --like Paul Krugman and Nouriel Roubini--have been uncharacteristically optimistic. Is is true; did we avoid a Second Great Depression? Is the worst really behind us?
Monday, August 10, 2009
Treasury Bond Holders Receive a Pasting, Though Seasonal Influences Remain Bullish / Interest-Rates / US Bonds
By: Levente_Mady
The bond market got pasted last week. While the trend in bonds has been sideways, it is noticeable that there has been a fairly predictable cycle within the course of each month related to the Treasury auction calendar. The first week of the month has the announcement for the long auction cycle consisting of 3-10-30 year auctions to be conducted during the second week.
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Tuesday, August 04, 2009
Derivatives Interest Rate Swaps, The Elephant In the Room: More Pieces of the Puzzle / Interest-Rates / Credit Crisis 2009
By: Rob_Kirby
This following article was an address by Rob Kirby at the Gold Anti-Trust Action Committee Inc., GATA Goes to Washington -- Anybody Seen Our Gold?, at the
Hyatt Regency Crystal City Hotel, Arlington, Virginia, Saturday, April 19, 2008. The original address has been updated and added to since new information has come to light.
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Tuesday, August 04, 2009
U.S. Treasury Bond Market Expected to Surprise to the Upside / Interest-Rates / US Bonds
By: Levente_Mady
The bond market traded sideways in July. This is remarkable in light of the events that have transpired last month in the financial markets. The risk trade remained in vogue for another month as stocks, commodities and peripheral currencies powered ahead. Chinese equities have almost doubled from their lows and they have led the charge in emerging market equities. Market participants however fully realize that efforts to re-flate prices only have a chance in a steady to declining interest rate environment.
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Thursday, July 30, 2009
Economic Statistical Deceptions to Sell U.S. Treasury Bonds / Interest-Rates / Market Manipulation
By: Paul_Craig_Roberts
Last week on NPR a professor in the Sloan School of Management at MIT explained that what is really at stake in the health care bill is the US government’s ability to borrow. In other words, the bill is about cutting health care costs, not about providing hard-pressed Americans with health care.
Thursday, July 30, 2009
Hidden Flaw in Bernanke's Fed Money Printing Exit Strategy Could Trigger Depression / Interest-Rates / Quantitative Easing
By: Money_Morning
Shah Gilani writes: At its most basic level, the U.S. Federal Reserve’s so-called “exit strategy” is designed to let government bailout and liquidity programs unwind on their own, as markets return to a state of “normalcy.”
Wednesday, July 29, 2009
U.S. Govt Yuan Bond Threat to U.S. Dollar / Interest-Rates / US Dollar
By: Jim_Willie_CB
The tables are fast turning against the deeply indebted USGovt officials. USA Inc is in deep trouble. Its productive engines in both finance and industry are either wrecked or sputtering, even as its debt burden grows exponentially. Debt default litters the landscape. Next its sovereign bonds will be have to be sold to some extent outside the US$ Sphere, which will put at great risk its stock, namely the USDollar itself. Let’s call them USGovt Dragon Bonds.
Wednesday, July 29, 2009
Foreign Investment Flows into U.S. Treasuries and Money Printing Consequences / Interest-Rates / US Bonds
By: Michael_Pollaro
Obama and Company say... All We Need Is A Little Help From Our Foreign Friends
Oh I get by with a little help from my friends
Mm going to try with a little help from my friends
Oh I get high with a little help from my friends
Yes I get by with a little help from my friends
With a little help from my friends
Refrain to The Beatles “With a Little Help from My Friends”
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Tuesday, July 28, 2009
Why the U.S. is Financing its Debt at the Short End of the Yield Curve / Interest-Rates / US Debt
By: Michael_Pento
The Greatest Subprime A.R.M. of All is our Debt - It troubles me greatly to know that while the 30 year Treasury bond is yielding a mere 4.6%, we are not locking in that low rate for our newly issued debt. Any thinking American knows it would be best to take advantage of that ridiculously low yield and finance the Treasury’s borrowing at the long end of the curve.
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Tuesday, July 28, 2009
Trading Eurodollar August 2009 Put Option Update / Interest-Rates / Options & Warrants
By: Patrice_V_Johnson
LONG-TERM TREND (> 1YR) OF THE MARKETS: DOWN
SHORTS LONGS _____________________
None August 2009 Eurodollar (Ticker Symbol: EDQ9)
Monday, July 27, 2009
Real U.S. Treasury Yields Highest In History / Interest-Rates / US Interest Rates
By: Mike_Shedlock
Bloomberg is reporting Real Yields Highest Since 1994 Aid Record Debt Sales.
Sunday, July 26, 2009
Darling Warns UK Banks on Loan Interest Rates / Interest-Rates / UK Interest Rates
By: Sarah_Jones
The Chancellor, Alistair Darling is "Extremely concerned" at the high interest rate being charged to small firms.
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Friday, July 24, 2009
How to Profit if Bernanke's Quantitative Easing 'Exit Strategy' Fails / Interest-Rates / Quantitative Easing
By: Money_Morning
By Jason Simpkins
writes: After more than a year of lax monetary policy and direct capital infusions, U.S. Federal Reserve Chairman Ben S. Bernanke has finally outlined an "exit strategy" that he says will lead to the "smooth and timely" withdrawal of monetary stimulus and keep inflation at bay.