NEW YORK, Oct 5- U.S. "We are seeing a striking rebound in risk assets today and Friday because the assumption is that the Fed won't be able to hike anytime soon," said Ian Lyngen, senior government bond strategist at CRT Capital Group in Stamford, Connecticut. Higher stock prices on Wall Street also provided further support to oil and other dollar-denominated...» Read More
The S&P is now up 6.8 percent for the year, and analysts and traders keep watching for the pullback that just doesn't seem to come. Turmoil in the Middle East, recurring sovereign debt concerns in Europe and now the idea of inflation all hang over markets.
As investors fret about a default of Greece’s $300 billion debt bill, consider this: at $10.2 trillion, the Japanese bond market is the largest government debt market on the planet. And Hedge fund manager Kyle Bass, who made his first fortune betting against subprime mortgages, is now wagering that this market will collapse—soon.
Savvy investors are looking at the muni market and the state debt crisis a little differently. Iinstead of looking at the number as a whole, they break it down into its pieces and see both a far more manageable problem than is seen by those who gross up the problem and opportunities.
A spike in yields and a desire to diversify portfolios is prompting some unusual investors to jump into the municipal bond market, say traders and analysts.
It is important to recognize the idea that the U.S. bond market is in the latter stages of a 30-year journey during which a “duration tailwind” pushed down market interest rates and boosted returns.
Shorts rates in the U.S. and around the world have created a flow of funds into commercial real estate that's not necessarily natural, Barry Sternlicht, chairman and CEO of Starwood Capital Group, told CNBC on Thursday.
The negative press has created many buying opportunities. Roughly $25 billion has flowed out of mutual funds that manage municipal bonds in the last few months. Investors appear to be selling municipal bonds in an indiscriminate fashion.
China, the biggest buyer of U.S. Treasury securities, reduced its holdings in November after four months of gains.
Rates on fixed mortgages dipped for the second straight week as Treasury yields fell.
The European Central Bank increased its intervention in government bond markets last week, indicating that the euro’s monetary guardian remained wary of an escalation of the eurozone debt crisis, reports the Financial Times.
As the Federal Reserve debates whether to scale back, continue or expand its $600 billion effort to nurse the economic recovery, four men will have a newly prominent role in influencing the central bank’s path, the New York Times reports.
With investor sentiment bubbling at levels comparable to just before the market's historic highs in 2007, now may be the time to pull back some before the froth gets out of hand.
The Federal Reserve’s $600 billion stimulus program has done little to lower interest rates and or improve unemployment, though it has boosted stock and commodity prices, a CNBC survey says.
Apple will buy Facebook, Congress will block a third round of quantitative easing and the S&P will reach a new all-time high. These are just some of the outrageous predictions for 2011 put forward by Saxo Bank in its annual "Black Swan Exercise."
If China is no longer the U.S. government's largest creditor who is?
The recent selloff in the historically stable municipal bond market may have given tax-conscious investors pause, but investment pros say the intrinsic value of munis remains, especially for tax-conscious investors.
The dollar has been on the rise as yields on treasury notes have soared to record highs. Meanwhile, yields on the 30-year note are at their highest levels since May, so should you be fighting the Fed? Keith McCullough, CEO of Hedgeye Risk Management and CNBC contributor discussed his insights.
As the lone dissenter on the Federal Reserve committee that sets interest rates, Thomas Hoenig, the president of the Federal Reserve Bank of Kansas City, has been a persistent skeptic of just about everything the Fed’s chairman, Ben S. Bernanke, has done to try to stimulate the flagging recovery. The New York Times reports.
The surge in the municipal bond market is widely credited to foreign interest in the taxable bonds that dozens of states have issued under the Build America Bond program, reports the New York Times.
Here are three picks that are far better than Treasurys.