Interest Rates Archive
Could Rising Rates Kill The Rally?
June 10, 2009 · Category: Interest Rates, Market Commentary
Is the rally over, killed by higher rates? Not clear, but stocks are signaling that higher rates are going to be a major headwind.
- "Stocks Signal Worries Over Higher Interest Rates", Bob Pisani, Trader Talk, ...
Posted by Greg Feirman · No Comments »
The End of the Treasury Bubble?
January 29, 2009 · Category: Bonds, Interest Rates
At the beginning of the month Barron's ran a cover story calling a bubble in treasuries: "Get Out Now" (subscription required - e-mail me if you want a link).
A month earlier, the fabulous Jim Grant wrote ...
Posted by Greg Feirman · No Comments »
My, My How Quickly Things Change On Wall Street - 10 Year Treasury Closes Below 5%; Ken Fisher Says: Watch Credit Spreads
A month ago the big story was rising interest rates. Everybody was talking about how the economy was holding up while inflation was still a problem and so, far from cutting rates later this year, ...
Posted by Greg Feirman · No Comments »
Making Sense of the Two Week Spike In Interest Rates
June 14, 2007 · Category: Bonds, Interest Rates
This morning Barry Ritholtz put up a post on saying that bonds are oversold on sentiment and technicals if not valuation.
In that post, he links to an article by Barron's interest rate columnist Randall Forsyth, ...
Posted by Greg Feirman · No Comments »
One Important Reason For Rising Interest Rates: Rising Rates Around The World
June 11, 2007 · Category: Interest Rates
A couple weeks ago David Gaffen at the WSJ's MarketBeat blog had a post everyone should read on five reasons for rising interest rates: (1) Higher Yields Around the Globe (2) Diminished Expectations for a ...
Posted by Greg Feirman · No Comments »
With Treasuries Repriced For a Fed On Hold, The Bulls Are Back
"For equities, and for the bond market in general, this may come to be viewed as merely an adjustment - a restoration of the old relationship between Treasuries and the federal funds rate - and ...
Posted by Greg Feirman · No Comments »
Interest Rates Explode Upward - Biggest One Day Spike Since March 9, 2005
"Sentiment [on treasuries] has probably gotten too bearish given the current set of news."
- Tony Crescenzi (subscription required), Chief Fixed Income Strategist, Miller Tabak
The sell-off the last three days has been entirely about interest rates. ...
Posted by Greg Feirman · No Comments »
The 5% Diet
June 6, 2007 · Category: Federal Reserve, Interest Rates, Market Commentary, Sentiment Analysis, Technical Analysis
"The whole story is interest rate worries."
- Stephen Carl, head trader Williams Capital (subscription required)
"A lot of people are trying to come to grips with the idea that the Fed is just as likely at ...
Posted by Greg Feirman · No Comments »
Did Anybody Actually Read Bernanke’s Speech?
June 5, 2007 · Category: Federal Reserve, Interest Rates, Macro Economics, Market Commentary, Real Estate
The big event for today turned out to be a speech given by Fed Chairman Ben Bernanke to the International Monetary Congress in Cape Town, South Africa via satellite before the market open this morning.
This ...
Posted by Greg Feirman · No Comments »
Market Holds Record Levels on Positive Economic Reports; Bullish Sentiment Returns; 10 Year Treasury Yields Approach 5%
Lot's of good economic news, or economic news that has been interpreted as good, the last couple of days.
Yesterday (Thu) before the open, The Commerce Department reported that preliminary estimates for 1Q 2007 GDP had ...
Posted by Greg Feirman · No Comments »
