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Tag Archives: Yield Curve
Time To Tune Out Market Pundits
Fugly day in the stock market. We had to post a response to the market punditry rationalization on why stocks accelerated downward today: “the S&P500 broke its 200-day moving average.“ Are you fricking kidding me? The S&P500 has been under … Continue reading
Cleveland Fed Dishes On Yield Curve Signal
Check out the latest from the Cleveland Fed president, Loretta Mester: Mester advised that there is “no evidence” for thinking that a flatter curve signals a weaker economy at this time, Reuters reported. She added that “structural factors,” such as bond-buying by central … Continue reading
Posted in Bonds, Fed, Monetary Policy, Uncategorized
Tagged Fed, Monetary Policy, Operation Twist, QE, Yield Curve
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Did Janet Yellen Hear Us?
In our piece, Reflexivity And Why The Fed Must Sell The Long End, posted on June 13th, we warned of the dangers of a flattening yield curve based on distorted interest rates due to QE. ..some still look to the badly distorted bond … Continue reading
Posted in Interest Rate Monitor, Monetary Policy, Uncategorized
Tagged Janet Yellen, Monetary Policy, QE, Yield Curve
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Yield Curve Flattens Back To Election Day Low
The 10-year minus 2-year yield spread closed today at 1.12 basis points, back to the election day low. All the steepening of the yield curve since the election day, widening out to 1.34 in December, has vanished. We don’t think … Continue reading
Flat markets – FT
The S&P 500 is flat for the year, and the yield curve is flattening. John Authers tries to explain why. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)
Posted in Bonds, Equities
Tagged FT, Global Equities, John Authers, S&P500, Yield Curve
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Chart of the Day: Fed Ownership of the Yield Curve
We’ve updated our chart illustrating the Fed ownership of the U.S. yield curve. We’ve also included the percentage of total maturities the Fed owns in each year from the April 2011 data and December 2010 data. Most of POMO buying … Continue reading
Posted in Bonds, Budget Deficit, Chart of the Day, Commodities, Credit, Sovereign Debt, Sovereign Risk
Tagged Federal Reserve, Inflation, POMO, Treasury Bonds, Yield Curve
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Global Macro Monitor 