Bonds
Mammas Don't Let Your Babies Grow Up to Be Treasury Traders
Unlike equities, or at least the Nasdaq 100, there is little conversation about credit getting back to all-time tight levels -- or even where they were in January and February.
Here's Why You Should Toss Ackman's Bond Reveal in the Junk Bin
The Pershing Square founder's talk on CNBC of shorting high-yield bonds should be taken with a grain of salt.
What Bonds Are Telling Us Now and Why I'm Eyeing Financials Again
Financial stocks continue to struggle. But should they?
What the Bond Market Is Telling Fixed-Income Investors
Some will tell you that the bond market is pricing in doom and gloom. But is that really the case?
Is the Fed Going Out of (Yield Curve) Control?
The Federal Reserve posted its June meeting minutes and a report on individual corporate bonds bought so far. Here's my take on both.
What to Watch as the Quarter Ends, Undersized Fed Weapon? Reclosings Accelerate
As the month and quarter end, there's a key level on the S&P 500 to keep an eye on -- in addition to mandates from pension and mutual funds to move capital out of equities into debt securities..
Bear Nor Bull Seems Too Happy Right Now
The rally Monday seemed to please few; also, let's check in on that thick-lined Nasdaq channel chart and HYG.
The Bear Case Has Never Been More Obvious
When something is very obvious to the market it doesn't work simply or easily.
The Wild World of Corporate Bond ETFs
I decided to look into this space to get a sense of what is priced in. The answers surprised me.
All Eyes Are on Fed's Corporate Bond Buying Scheme
But what can we expect from this program, what kinds of bonds should benefit, and is the Fed setting us up for disappointment?