β οΈπΊπΈ#stocks #bonds #us #opinion #sentiment
billionaire Howard Marks highlights that bond yields are now on par with those of stocks. He recommends shifting from stocks to bonds.
billionaire Howard Marks highlights that bond yields are now on par with those of stocks. He recommends shifting from stocks to bonds.
β οΈπΊπΈ#bonds #us #recession #history
BBG: this is the swiftest rise in U.S. government bond yields in 40 years. Historically, such rapid increases have frequently coincided with recessions
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BofA: bonds to βrally bigβ in 2024 amid recession
BBG: this is the swiftest rise in U.S. government bond yields in 40 years. Historically, such rapid increases have frequently coincided with recessions
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BofA: bonds to βrally bigβ in 2024 amid recession
πΊπΈ#bonds #us #sentiment
an increasing number of strategists anticipate further recovery in the U.S. bond market β BBG
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Bloomberg Intelligence: US treasuries are poised for double-digit returns in 2024
Barrons: time to buy US bonds
Bill Ackman, recently closed out his bets against US Treasuries
Billionaire Druckenmiller has 'massive' bullish bets on U.S. Treasuries.
Vanguard is bullish on longer-dated US Treasuries
earlier: global fund managers are very bullish on bonds
an increasing number of strategists anticipate further recovery in the U.S. bond market β BBG
ββββββββββ-
Bloomberg Intelligence: US treasuries are poised for double-digit returns in 2024
Barrons: time to buy US bonds
Bill Ackman, recently closed out his bets against US Treasuries
Billionaire Druckenmiller has 'massive' bullish bets on U.S. Treasuries.
Vanguard is bullish on longer-dated US Treasuries
earlier: global fund managers are very bullish on bonds
πΊπΈ#bonds #us
BofA: historically, Fed rate cut cycles have led to robust rallies in US Treasuries. The yield on US 10-year bonds may fall to 2.25% by May 2024.
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earlier: an increasing number of strategists anticipate further recovery in the U.S. bond market
BofA: historically, Fed rate cut cycles have led to robust rallies in US Treasuries. The yield on US 10-year bonds may fall to 2.25% by May 2024.
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earlier: an increasing number of strategists anticipate further recovery in the U.S. bond market
πΊπΈ#stocks #bonds #tbill #us
the spread between S&P 500 dividend yield and US 3-month Treasury yields is at its lowest since 2001 = the dividend attractiveness of US stocks compared to cash is currently at a 23-year low.
β οΈ#warning historically, US 3-month Treasury has gone this deep into negative territory at market tops, and then there has been a significant decline in stock prices (crash of 1987, bear market of 2000-2002, financial crisis of 2008).
the spread between S&P 500 dividend yield and US 3-month Treasury yields is at its lowest since 2001 = the dividend attractiveness of US stocks compared to cash is currently at a 23-year low.
β οΈ#warning historically, US 3-month Treasury has gone this deep into negative territory at market tops, and then there has been a significant decline in stock prices (crash of 1987, bear market of 2000-2002, financial crisis of 2008).
β οΈπΊπΈ#stocks #us #tech #bonds #opinion #history #warning #bubble
analysts at Bank of America (BofA) have concluded that the ongoing growth of the "magnificent seven" stocks since 2022 could be halted by an increase in the real yield of 10-year government bonds to 2.5-3%. Currently, the real yield stands at 2%, representing the difference between the yields of 10-year government bonds and inflation.
analysts at Bank of America (BofA) have concluded that the ongoing growth of the "magnificent seven" stocks since 2022 could be halted by an increase in the real yield of 10-year government bonds to 2.5-3%. Currently, the real yield stands at 2%, representing the difference between the yields of 10-year government bonds and inflation.
β οΈ#bonds #us #inflation
the yield on 10-year US Treasuries continues to rise against the backdrop of potential inflation growth in the US.
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copper prices signal the start of US inflationary growth (chart)
the yield on 10-year US Treasuries continues to rise against the backdrop of potential inflation growth in the US.
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copper prices signal the start of US inflationary growth (chart)
Forwarded from Scorpi18 | Investment Adviser
πΊπΈ#bonds #us #seasonality
US 30-Year Treasury seasonality.
Ρistorically, long-term U.S. government bonds tend to increase in the second and third quarters.
US 30-Year Treasury seasonality.
Ρistorically, long-term U.S. government bonds tend to increase in the second and third quarters.
β οΈπ¨π³πΊπΈ#bonds #us #china #debt
China is selling off US government debt at a record pace.
meanwhile, the volume of dollar assets in China's reserves has remained unchanged since 2015, amounting to approximately $2T β research
China is selling off US government debt at a record pace.
meanwhile, the volume of dollar assets in China's reserves has remained unchanged since 2015, amounting to approximately $2T β research