Category Archives: Bonds

Greenspan conundrum in reverse – FT

Posted on September 3, 2015 by macromon

The emerging market savings glut may be over as countries raid their reserves to stabilise their currencies. James Mackintosh, investment editor, examines the threat to US bonds and whether the effect on bond yields of a Fed rate rise might … Continue reading →

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Is a lack of liquidity in bond markets surprising? – FT

Posted on June 24, 2015 by macromon

Bond markets have been dominated by talk of a liquidity drought. Isaac Chang, global head of fixed income at KCG, joins US capital markets reporter Joe Rennison to talk about what the issue and offer his thoughts on where markets … Continue reading →

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Corporate bond squeeze runs out of juice – FT

Posted on June 9, 2015 by macromon

A squeeze was expected in Europe’s corporate bond market as a result of the ECB’s quantitative easing program. Hans Lorenzen, head of European credit strategy at Citi, explains to the FT’s Ralph Atkins why this initial reaction reversed. For more … Continue reading →

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Parched Liquidity? – FT

Posted on June 6, 2015 by macromon

Michael Mackenzie and Joe Rennison discuss the impact of the European Central Bank’s quantitative easing program on bond liquidity and market uncertainty over when the US Fed will raise interest rates. For more video content from the Financial Times, visit … Continue reading →

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Liquidity risks hit Bund futures – FT

Posted on May 29, 2015 by macromon

Bund futures are seen as a liquid alternative to cash bonds, but even that market is showing signs of drying up. Joe Rennison, US capital markets reporter, explains what liquidity means to the market and what happens when it is … Continue reading →

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Beware bond tantrums ahead – FT

Posted on May 22, 2015 by macromon

More bond volatility and higher equities are the likely combination as markets wait for the US Fed to start raising interest rates. Andreas Utermann of Allianz Global Investors and Diana Choyleva of Lombard Street Research discuss when they expect a … Continue reading →

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Are bonds simmering below reversal point? – FT

Posted on May 19, 2015 by macromon

Bond yields have been more volatile and on a sharp rise in recent weeks. Is this the end of the 30-year bond rally? Trevor Greetham, head of multi asset at Royal London, thinks so. He explains why to the FT’s … Continue reading →

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Bond rout explained in 90 seconds – FT

Posted on May 7, 2015 by macromon

Bond yields have jumped and caught investors offside. Markets editor Mike Mackenzie explains what has changed and the lessons to be learnt. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

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High-yield bonds underperform – FT

Posted on December 3, 2014 by macromon

As world stock markets enjoy a good day, John Authers probes the underperformance of high-yield bonds in the US. Mark Haefele, global CIO of UBS Wealth Management, suggests investors are overreacting to the falling oil price. For more video content … Continue reading →

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US Treasuries: If it can happen here . . .FT

Posted on October 16, 2014 by macromon

Yields on US Treasuries experienced one of their biggest intraday moves in years on Wednesday. Lex’s Robert Armstrong and Joseph Cotterill discuss whether banks are right in arguing that regulation has hurt liquidity. Make better investment decisions with Lex http://www.ft.com/lex … Continue reading →

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