Tag Archives: bond market

The value of a currency is determined by a number of variables. In this article, I will focus on the dynamics of demand, supply, current account deficits, and aggregate government debt.

Here are four steps we believe you should consider to potentially increase your income in today's low yield environment ... while still helping to protect yourself against higher interest rates down the road.

Don’t be afraid of inflation. It is already here and there is nothing we can do about it. The effects will soon be obvious to all. Just make sure you are among those who are protected and prepared to profit.

Don’t be one of the people who don’t understand the vital importance of the bond market and what it’s telling you right now. This knowledge could help you avoid a huge hit to your net worth over the next 12-24 months. Here’s why.

Looking at hard data from the bond market can help with the assessment of recession probabilities. So what is the current Treasury yield spread suggesting is the probability of a recession this year?

To understand how the stock market behaves it is imperative to realize that the stock market is overwhelmingly influenced by interest rates. It’s difficult to overstate this key fact. Interest rates are the bone and marrow of the stock market. More specifically, the stock market is ruled by long-term and short-term interest rates creating an overriding framework for what drives the market in which different sectors do better or worse at different points in the economic cycle. This article explains the behavior more fully.

TIPS (Treasury Inflation Protected Securities) are telling us that inflation is expected to be low for as far as the eye can see, and the economy is expected to be weak for some time to come. This article provides an understanding of what TIPS are, how they work and what they are currently saying.

A top analyst at Citibank has told King World News that global stock markets are set to plunge 27%...the panic will move global bond markets to extreme levels, but gold will remain firm.

Higher inflation expectations and the outlook for growth are still closely linked. This may be a revelation in some circles (or ignored or even damned in others), but it's been reality for several years now. [Let me explain why such is the case.] Words: 388

In spite of all the bearishness out there - the S&P 500 falling to 1,000 (David Tice),the market is overbought (John Hussman), its looking like the bear market of 2011 all over again (David Rosenberg), for example - I tend to disagree for 4 fundamental reasons. Let me explain. Words: 595