bonds

by Win Thin Here are some more thoughts on S&P moving its outlook on Belgium’s AA+ rating to negative from stable. S&P noted that it may cut the rating by one notch within the next six months if the major political parties do not…

The following is an excerpt from David Rosenberg's recent Lunch with Dave daily research piece highlighting Ten Themes for 2011. These themes are quite a bit different than the ones we highlighted just days ago from former colleague Richard…

by Marc Chandler Spanish bonds have fallen each day this week. The 13 bp increase today brings the 10-year yield increase to 30 bp this week, easily the worst performing bond market within the euro zone. Portugal has the dubious honor of…

This one from the Former Merrill Lynch Chief Investment Strategist Bernstein seems to be making the rounds. Hat tip Barry Ritholtz. Here's where I first noted that Richard Bernstein had turned bullish: Bernstein added that one wants to…

Highlights The US dollar headed higher amid a rise in tension on the Korean Peninsula and more importantly a surge in US bond yields with the 10-year increasing by 7bp today. The euro tested levels under $1.320 but sovereign support,…

We have seen how German policy experts like Otmar Issing have argued against Euro Bonds. Now, we get a cogent argument in favour of thee debt instruments via Wolfgang Munchau of Eurointelligence. Munchau recently penned an FT column making…

Undaunted by falling municipal bond prices, rising yields, and withdrawal of funds, research reports by large brokerage firms still mollify the majority of clients and fund managers with numbers and assertions: "General obligation bonds do…

A lot of other cool graphics from Spiegel, including debt and deficits throughout Europe.. See sources at the bottom for more (like when periphery bonds come due, Italy included).

by Win Thin We continue to be concerned about contagion risks in the peripheral euro zone.  The package for Ireland has ultimately been shrugged off by the markets this week after initial gains in the euro and peripheral bond…

Randall Wray shows that quantitative easing will be ineffective except to the degree it can induce a shift in private portfolio preferences. He uses a recent post by hedge fund manager Warren Mosler to demonstrate that QE is the equivalent…