Bond Trader Signaling Coming Inflation

Bond Trader Signaling Coming Inflation






Bond Trader Signaling Coming Inflation The rout in the fixed-income arena deepened into the worst in 15 years as traders sounded the alarm on inflation amid speculation US President Elect Donald Trump’s spending pledges will boost economic growth. Yields on benchmark 10-year US Treasuries posted their steepest back-to-back weekly increase since Y 2001, and a bond-market […]






Trump Victory Augurs US Banks Enhanced Profitably

Trump Victory Augurs US Banks Enhanced Profitably






Trump Victory Augurs US Banks Enhanced Profitably $XLF US President Elect Donald Trump has greatly enhanced the outlook for US bank profitability, as he is laying the foundation for a steeper yield curve and financial deregulation. Recognizing this, investors are acting with record 1-day inflows of more than $2.1-B into the Financial Select Sector exchange […]






US Long Dated Treasuries Up Signaling Rising Inflation

US Long Dated Treasuries Up Signaling Rising Inflation






US Long Dated Treasuries Up Signaling Rising Inflation $SPY Donald Trump’s victory in the US Presidential race is driving mutual fund managers out of dividend stocks and into the shares of financial, industrial and materials companies that benefit from rising inflation. Although inflation remains subdued by most measures, US longer-dated Treasury yields rose Thursday to […]






Expecting US Fed to Include “Hawkish” No-hike Language in Policy Statement

Expecting US Fed to Include “Hawkish” No-hike Language in Policy Statement






Expecting US Fed to Include “Hawkish” No-hike Language in Policy Statement $DIA, $SPY, $QQQ, $VXX The US Fed will not raise interest rates when it meets this week, but the FOMC will include “Hawkish” no-hike language in policy statement, said Jeffrey Gundlach, CEO of DoubleLine Capital. Mr. Gundlach said Fed officials “want to be able […]






Raise Rates, Don’t Raise Rates, Who’s Right?

Raise Rates, Don’t Raise Rates, Who’s Right?






Raise Rates, Don’t Raise Rates, Who’s Right? $DIA, $SPY, $QQQ, $VXX There are those economists that argue that the US Fed should take an unconventional approach to ending a long period of below-target inflation: that being that instead of keeping interest rates low to drive economic activity and push up prices, it should raise interest […]






Money Managers “Dumping” US Treasuries For Equities

Money Managers “Dumping” US Treasuries For Equities






Money Managers “Dumping” US Treasuries For Equities $DIA, $SPY, $QQQ, $VXX Money managers are dumping Treasury ETFs (exchange-traded funds) as a revival in equity and commodity prices curbs demand for the somewhat safer US debt. Treasury ETF net redemption’s have reached $2.9-B so far in April, on top of $4.8-B pulled out in March, according […]