BOSTON, Oct 21- U.S. corporate bond funds this year are adding Treasuries to their holdings at more than twice the rate of corporate debt amid concern that the struggling European economy and potential changes in Federal Reserve policy will drag down profits at U.S. corporations. Through September, corporate bond portfolios boosted their holdings of U.S....» Read More
Government bonds are still the safest bet for investors in these uncertain times, and the euro will face an uphill battle as weak economies will need more flexibility, Hugh Hendry, Chief Investment Officer and Partner at Eclectica, told CNBC.
The rally that stretched from the closing days of 2008 into the opening days of 2009 came to an end during the first full week of the new year.
China has bought more than $1 trillion of American debt, but as the global downturn has intensified, Beijing is starting to keep more of its money at home, a move that could have painful effects for American borrowers, the New York Times reported.
Jason writes, “Do the traders have any buys ahead of the Consumer Electronics Show...”
After fleeing to the safety of US Treasurys, investors are moving back into stocks and corporate bonds in search of something else—profits.
Each year, Pequot Capital's chief investment strategist Byron Wien attempts the impossible: Predicting the year's top surprises. So here's his list of surprises for 2009, with a comment on each one:
In this Web Extra Karen Finerman explains how she's playing the Treasury bubble.
Wall Street hopes to continue Friday's rally into the first week of the new year after the Dow closed above 9,000 for the first time in two months. Traders expect more money to be put back to work as investors shop for bargains.
If you haven’t been able to tell by now, I like to write. Look no further than my three books for proof. I seek to raise awareness of important issues, always trying to strike themes that investors can act on. I do this from a macro perspective, from the top-down — the subject of my latest book, Investing from the Top Down. Here are my top 10 'Top-Down' investing themes for 2009.
Some traders are still holding out hope that a Santa rally will sweep stocks higher in the final week of the year, though there is no expectation that volume will improve until January. They also caution that a new round of hedge fund redemptions could pound the markets early in the year, dampening any January buying.
What’s next for gold? And is the T-bill bubble about to burst? Find out what the charts suggest!
What does the head of the world's biggest bond firm have to say about the Fed’s extraordinary action Tuesday?
They helped fund America’s efforts in World War II and they’re making a big-time comeback 60 years later.
Bonds look more attractive than stocks in the current climate, as share prices may take another dive, and investors should worry about preserving the money they have rather than making any more, Hugh Hendry, chief investment officer and partner at Eclectica told CNBC.
The Fast Money gang gives their thoughts on events happening Wednesday that may affect the market, including a Goldman conference, housing numbers, the Treasurys auction and more.
Dylan and Karen start Tuesday's show by agreeing that it looks like "anything goes" with the current market, as the Dow spacer snapped its recent rally to end the day almost 3% down. This drop was not a surprise to those who are in the business and watch for such things -- Dylan says it was "anticipatable" and is just "the market behaving as markets do."
Adam writes, “Are investors following the herd into 10 and 30 year Treasury bonds any smarter than those that followed the herd into commodities this past July?”
Here's another business news item for my collection of really important stuff that no one will read about: the yield curve.
Given the speed at which the federal government is throwing money at the financial crisis, the average taxpayer, never mind member of Congress, might not be faulted for losing track. CNBC hasn't. Try $7.36 trillion. That's more than double what was spent on WW II, if adjusted for inflation, based on our computations from a variety of estimates and sources.
New intrigue will arrive in the late afternoon when the Fed releases its balance sheet, says bond expert Tony Crescenzi.