Tag Archives: bonds

5 Reasons Bond Yields Are so Low

Guest Post by Chris Hunter

Here’s a chart showing the yield on the 30-year US Treasury bond going back 20 years.


Source: StockCharts
 

As you can see, it’s been a steady decline – albeit with some big swings starting around the time of the 2008 crisis.

Mean reversion – which means that periods of relatively good performance tend to be followed by periods of relatively bad performance – suggests that Treasury bonds could be approaching a long-term secular bear market. (Yields move in the opposite direction to bond prices.)

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Jeff Gundlach; MW Blog Notes

I have had positive feelings about DoubleLine Capital’s Jeff Gundlach since I saw him interviewed last year talking about strong Treasury bonds amidst the hype and hysteria about rising interest rates and the ‘Great Rotation’ out of bonds and into stocks.  While the media trend followers tried to take advantage of headlines, he simply said what he thought.

MarketWatch live blogged a luncheon speech by Gundlach

Notables:

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NFTRH 280 Out Now

We look at some parameters to a stock market melt up vs. interim correction scenario.  The SOX will play a key role there.  The Semi’s put us on the lookout for economic strength last year and can still play a canary in the coal mine role now.

Global stocks, precious metals, commodities and the all important messages coming out of the bond market are also reviewed.  32 pages with lots of charts.  NFTRH 280, out now.

nftrh280