Debt Doesn't Matter...
Pater Tenebrarum - Seeking Alpha - Thu Feb 12, 4:00AM CST
By Bill Bonner The Bad Analogy Debtberg Last week, McKinsey Global Institute reported that the world's total debt levels were twice what we thought - $200 trillion, or about three times the planet's total output. So, what a relief it was to...
LDUR: 100.51 (-0.11), FWDB: 25.72 (+0.01), DI: 49.57 (+0.02)
New Ideas For Bond Investors
Jeffrey Rosenberg - at Seeking Alpha - Mon Jan 26, 1:54PM CST
As resolutions go, rethinking your fixed-income portfolio may not resonate in quite the same way as dropping 10 pounds or finally giving up that smoking habit. But if ever there was an opportunity to reassess how you approach bond investing, now is...
LDUR: 100.51 (-0.11), FBND: 50.52 (-0.06), TFI: 24.12 (-0.02), PVI: 24.94 (-0.01), IUSB: 101.13 (-0.22), GBF: 115.03 (-0.39), RVNU: 26.11 (+0.06), PRB: 24.60 (+0.07), VRD: 29.81 (-0.02), AGG: 110.76 (-0.13), DI: 49.57 (+0.02), SCHZ: 52.63 (-0.01), BOND: 109.14 (-0.10), MUB: 109.95 (-0.13), VBND: 50.07 (-0.09), FWDB: 25.72 (+0.01), XMPT: 26.55 (-0.02), FMB: 51.97 (-0.03), SAGG: 32.96 (unch), TAPR: 31.63 (+0.44), LAG: 58.58 (-0.10), PZA: 25.34 (-0.13), BND: 82.80 (-0.19), GOVT: 25.33 (-0.06), PLW: 33.20 (-0.21)
How Will ECB Action Affect Global Bond Markets?
Learn Bonds - at Seeking Alpha - Fri Jan 23, 5:59PM CST
Sovereign bonds rallied around the world on Friday as investors speculate that the European Central Bank's quantitative easing program will shrink the pool of high-quality government assets already limited by years of purchases from other central...
LDUR: 100.51 (-0.11), FBND: 50.52 (-0.06), PGHY: 23.27 (-0.13), ANGL: 27.22 (-0.13), HYLD: 41.96 (+0.12), UJB: 58.70 (+0.35), IHY: 24.47 (+0.11), YPRO: 23.93 (-0.03), IUSB: 101.13 (-0.22), JNK: 39.43 (+0.10), HYXU: 48.49 (+0.13), GBF: 115.03 (-0.39), SJB: 27.31 (-0.03), XOVR: 26.52 (+0.06), BYLD: 25.36 (unch), AGG: 110.76 (-0.13), QLTC: 49.15 (unch), HYLS: 50.48 (+0.38), DI: 49.57 (+0.02), SCHZ: 52.63 (-0.01), HYG: 91.12 (+0.13), BOND: 109.14 (-0.10), VBND: 50.07 (-0.09), FWDB: 25.72 (+0.01), IJNK: 22.75 (unch), SAGG: 32.96 (unch), LAG: 58.58 (-0.10), BND: 82.80 (-0.19)
Active Strategy Conviction Crucial To Fixed-Income Returns
Brian Haskin - at Seeking Alpha - Tue Jan 20, 9:30PM CST
By DailyAlts Staff While central banks around the globe are likely to remain accommodative in 2015, the Federal Reserve is widely expected to begin raising rates sometime later this year. U.S. bond yields are expected to rise along with related...
LDUR: 100.51 (-0.11), FWDB: 25.72 (+0.01), DI: 49.57 (+0.02)
Carry On, Mister Trader
Douglas Tengdin - at Seeking Alpha - Wed Jan 14, 11:43AM CST
Why are bond yields so low? Source: Daily Telegraph One of the most surprising market moves of 2014 was the persistent rally in US Treasury Bonds. It wasn’t supposed to be this way. Starting in April of 2013, rates were supposed to...
ULE: 17.62 (-0.02), LDUR: 100.51 (-0.11), URR: 19.48 (+0.08), FBND: 50.52 (-0.06), EUO: 24.16 (+0.03), USDU: 27.70 (unch), IUSB: 101.13 (-0.22), GBF: 115.03 (-0.39), AGG: 110.76 (-0.13), FXE: 112.16 (-0.15), DI: 49.57 (+0.02), ERO: 43.16 (unch), UDNT: 10.42 (-0.02), DRR: 55.92 (-0.18), SCHZ: 52.63 (-0.01), BOND: 109.14 (-0.10), VBND: 50.07 (-0.09), UUPT: 29.68 (-0.04), FWDB: 25.72 (+0.01), UUP: 24.91 (-0.01), SAGG: 32.96 (unch), UDN: 22.76 (+0.03), BND: 82.80 (-0.19), LAG: 58.58 (-0.10), EUFX: 42.41 (+0.07), FORX: 44.02 (+0.09)
Deutsche AWM Provides Analysis Of Unconstrained Fixed Income
Brian Haskin - at Seeking Alpha - Fri Jan 09, 4:08PM CST
The idea that "stocks are risky, bonds are safe" is the basis of the traditional "60/40" (60% stocks, 40% bonds) portfolio. Stock markets go up and down, but bonds provide fixed income - bond gains are lower but surer, at least...
SCHZ: 52.63 (-0.01), BOND: 109.14 (-0.10), LDUR: 100.51 (-0.11), VBND: 50.07 (-0.09), FBND: 50.52 (-0.06), FWDB: 25.72 (+0.01), IUSB: 101.13 (-0.22), SAGG: 32.96 (unch), GBF: 115.03 (-0.39), AGG: 110.76 (-0.13), BND: 82.80 (-0.19), LAG: 58.58 (-0.10), DI: 49.57 (+0.02)
Gross: The good times are over
Seeking Alpha - at Seeking Alpha - Tue Jan 06, 11:30AM CST
SCHZ: 52.63 (-0.01), BOND: 109.14 (-0.10), LDUR: 100.51 (-0.11), VBND: 50.07 (-0.09), FBND: 50.52 (-0.06), FWDB: 25.72 (+0.01), IUSB: 101.13 (-0.22), SAGG: 32.96 (unch), GBF: 115.03 (-0.39), AGG: 110.76 (-0.13), BND: 82.80 (-0.19), LAG: 58.58 (-0.10), DI: 49.57 (+0.02)
Pimco 2015 outlook: Drop in oil most important new development
Seeking Alpha - at Seeking Alpha - Thu Dec 18, 11:11AM CST
LDUR: 100.51 (-0.11), SIPE: 19.42 (unch), FBND: 50.52 (-0.06), TIPX: 19.30 (unch), STIP: 99.28 (-0.02), TDTF: 24.73 (-0.03), IUSB: 101.13 (-0.22), TIPZ: 57.25 (-0.09), GBF: 115.03 (-0.39), SCHP: 54.49 (-0.11), AGG: 110.76 (-0.13), TDTT: 24.39 (unch), DI: 49.57 (+0.02), TPS: 26.90 (-0.02), SCHZ: 52.63 (-0.01), TIP: 112.66 (-0.23), PDI: 29.51 (unch), BOND: 109.14 (-0.10), IPE: 56.23 (-0.11), FWDB: 25.72 (+0.01), VBND: 50.07 (-0.09), SAGG: 32.96 (unch), LTPZ: 66.86 (-0.42), VTIP: 48.41 (-0.03), STPZ: 51.87 (-0.03), LAG: 58.58 (-0.10), BND: 82.80 (-0.19)
Divergent Interest Rates: A Golden Opportunity
AllianceBernstein - at Seeking Alpha - Mon Dec 15, 8:57PM CST
By Alison Martier US interest rates look set to rise in 2015, and that’s unsettling for some fixed-income investors. But here’s the good news: US bonds aren’t the only game in town. Different growth rates, interest-rate cycles...
IBND: 32.80 (-0.01), LDUR: 100.51 (-0.11), FWDB: 25.72 (+0.01), CRDT: 75.26 (-0.71), IJNK: 22.75 (unch), BNDX: 53.60 (-0.11), PGHY: 23.27 (-0.13), IHY: 24.47 (+0.11), HYXU: 48.49 (+0.13), RIGS: 25.22 (-0.01), SUBD: 25.95 (-0.10), GHYG: 50.69 (-0.24), IGOV: 94.02 (-0.09), DI: 49.57 (+0.02), BWX: 54.15 (-0.08), PICB: 27.60 (+0.01)
Gross: Fed needs to tread carefully
Seeking Alpha - at Seeking Alpha - Fri Dec 12, 12:04PM CST
SCHZ: 52.63 (-0.01), BOND: 109.14 (-0.10), LDUR: 100.51 (-0.11), VBND: 50.07 (-0.09), FWDB: 25.72 (+0.01), FBND: 50.52 (-0.06), YPRO: 23.93 (-0.03), IUSB: 101.13 (-0.22), SAGG: 32.96 (unch), GBF: 115.03 (-0.39), BYLD: 25.36 (unch), AGG: 110.76 (-0.13), BND: 82.80 (-0.19), LAG: 58.58 (-0.10), DI: 49.57 (+0.02)
Morgan Stanley: Central banks to stay aggressive in "lowflation" battle
Seeking Alpha - at Seeking Alpha - Mon Dec 01, 10:04AM CST
LDUR: 100.51 (-0.11), FBND: 50.52 (-0.06), IUSB: 101.13 (-0.22), GBF: 115.03 (-0.39), SCHO: 50.62 (-0.01), AGG: 110.76 (-0.13), DI: 49.57 (+0.02), SCHZ: 52.63 (-0.01), BOND: 109.14 (-0.10), DTUS: 34.68 (-0.16), VBND: 50.07 (-0.09), FWDB: 25.72 (+0.01), DTUL: 62.62 (-0.15), SAGG: 32.96 (unch), TAPR: 31.63 (+0.44), TUZ: 50.92 (-0.01), SHY: 84.64 (unch), BIL: 45.73 (+0.01), LAG: 58.58 (-0.10), BND: 82.80 (-0.19), SST: 30.16 (-0.01), VGSH: 60.96 (-0.02), GOVT: 25.33 (-0.06), SHV: 110.27 (+0.01), PLW: 33.20 (-0.21)
Pick And Mix: Fresh Ideas For Diversifying Bond Exposure
AllianceBernstein - at Seeking Alpha - Thu Nov 27, 4:05AM CST
By John Taylor Policy backdrops and growth trajectories around the world are showing increasing signs of divergence. Yet many bond investors continue to congregate in a few selected pockets of the fixed income universe. In our view, it's a perfect...
CMBS: 51.90 (+0.12), EMAG: 22.20 (+0.04), FPE: 19.17 (+0.04), LDUR: 100.51 (-0.11), CEMB: 48.68 (-0.12), HYEM: 23.12 (+0.13), BNDX: 53.60 (-0.11), PGHY: 23.27 (-0.13), EMSH: 74.65 (unch), IHY: 24.47 (+0.11), HYXU: 48.49 (+0.13), SUBD: 25.95 (-0.10), EMCB: 71.33 (+0.16), GHYG: 50.69 (-0.24), EMCD: 28.11 (-0.84), EMB: 111.75 (+0.27), DI: 49.57 (+0.02), PICB: 27.60 (+0.01), BWX: 54.15 (-0.08), EMLC: 20.76 (+0.10), IBND: 32.80 (-0.01), EMHY: 47.82 (+0.48), FWDB: 25.72 (+0.01), CRDT: 75.26 (-0.71), VWOB: 77.15 (+0.29), IJNK: 22.75 (unch), FEMB: 47.50 (-1.06), MBSD: 25.19 (-0.01), PGX: 14.84 (-0.04), IPFF: 20.94 (+0.28), LEMB: 45.53 (-0.10), SPFF: 14.71 (+0.07), PCY: 28.51 (-0.04), ELD: 41.21 (+0.15), PFXF: 21.00 (+0.06), PFF: 40.00 (+0.07), IGOV: 94.02 (-0.09), PSK: 44.77 (unch), EBND: 27.91 (+0.05)
Global bond shortfall to continue next year
Seeking Alpha - at Seeking Alpha - Mon Nov 24, 10:18AM CST
SCHZ: 52.63 (-0.01), BOND: 109.14 (-0.10), LDUR: 100.51 (-0.11), VBND: 50.07 (-0.09), FBND: 50.52 (-0.06), FWDB: 25.72 (+0.01), IUSB: 101.13 (-0.22), SAGG: 32.96 (unch), RIGS: 25.22 (-0.01), GBF: 115.03 (-0.39), AGG: 110.76 (-0.13), BND: 82.80 (-0.19), LAG: 58.58 (-0.10), DI: 49.57 (+0.02)
Tinkering With The Core Bond Recipe
AllianceBernstein - Seeking Alpha - Mon Nov 17, 2:46PM CST
By Alison Martier This is the time of year when, in almost every American household, the tinkerer in the family eyes the recipe box. Certain venerable traditions will make it to the Thanksgiving table intact. A cousin or an in-law is sure to bring...
LDUR: 100.51 (-0.11), FBND: 50.52 (-0.06), BNDX: 53.60 (-0.11), PGHY: 23.27 (-0.13), ANGL: 27.22 (-0.13), HYLD: 41.96 (+0.12), UJB: 58.70 (+0.35), IHY: 24.47 (+0.11), IUSB: 101.13 (-0.22), JNK: 39.43 (+0.10), HYXU: 48.49 (+0.13), GBF: 115.03 (-0.39), SJB: 27.31 (-0.03), XOVR: 26.52 (+0.06), AGG: 110.76 (-0.13), QLTC: 49.15 (unch), HYLS: 50.48 (+0.38), DI: 49.57 (+0.02), BWX: 54.15 (-0.08), SCHZ: 52.63 (-0.01), HYG: 91.12 (+0.13), BOND: 109.14 (-0.10), VBND: 50.07 (-0.09), FWDB: 25.72 (+0.01), IJNK: 22.75 (unch), SAGG: 32.96 (unch), IGOV: 94.02 (-0.09), BND: 82.80 (-0.19), LAG: 58.58 (-0.10)