Tag Archives: yields

Yield Spike

We highlighted the potential risk in our post yesterday, Druckenmiller On Bonds If you listened to the Druckenmiller interview we posted on New Year’s Day,  he thrives in bear markets, not by shorting stocks but being long bonds.  Shorting stocks … Continue reading

Posted in Bonds, Interest Rates, Uncategorized | Tagged , , | 10 Comments

Alea Iacta Est!

As Julius Caesar crossed the Rubicon River with the 13th legion into Italy to march on Rome, he turned to one of his deputies, quite possibly, Marc Antony, and made the famous remark, “alea iacta est.”  Historians translate this as “the die … Continue reading

Posted in Bonds, German Bund, Interest Rates, Uncategorized | Tagged , , , | 19 Comments

Weekly Eurozone Watch: The Devil Wears Prodi

Key Data Points German 10-year Bund 1 bp lower; France 1 bp tighter to the Bund; Belgium 2 bps tighter; Ireland 11 bps tighter; Italy 10 bps tighter; Spain 6 bps tighter; Portugal 24 bp tighter; Greece 13 bps wider; … Continue reading

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Weekly Eurozone Watch – Spread Blowout

Key Data Points German 10-year Bund 9 bps lower; France 10 bps wider to the Bund; Belgium 11 bps wider; Ireland 17 bps wider; Italy 33 bps wider; Spain 29 bps wider; Portugal 44 bp wider; Greece 65 bps wider; … Continue reading

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Weekly Eurozone Watch

Key Data Points German 10-year Bund 10 bps higher; France 10-year 2 bps tighter to the Bund; Ireland 29 bps tighter; Italy  22 bps tighter; Spain 36 bps tighter; Portugal  98 bps tighter; Greece 110 bps tighter; Large Eurozone banks … Continue reading

Posted in Weekly Eurozone Watch | Tagged , , , , | 3 Comments