Bond Bounce: Sustainable?

Last week brought a substantial rally in bonds following a brutal three-month span of higher rates. There are a couple of reasons we can point to for the move lower in rates: The US Treasury cut back slightly on the amount of long-term bonds it’s planning to auction,...

The Market in Pictures, September 29

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Dave: The story of the past year has been real rates exploding from negative territory into positive...

The Market in Pictures, September 22

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   John Luke: The midpoint of the neutral policy rate hasn’t moved, but a few members have moved their...

The Market in Pictures, July 21

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Beckham: The YTD rally in the S&P 500 has all been due to P/E multiples rising   Source:...