Tag Archives: bond market

a Reflexive Process in the Bond Market

earlier this morning we tweeted on the twitter an interesting post from FT’s Money Supply blog by Robin Harding (sub req) regarding some comments by the Bank of Japan’s Gov Shirakawa made over this weekend at a Fed conference on … Continue reading

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Inverted Risk-On/Risk-Off Question of the Day

when a 3 decade bull market comes to an end do they ring a bell? Yes – when Fed announced Operation Twist..   ironically designed to keep long term interest rates low..

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Explaining the Atypical Behavior of Stock & Bond Market Discounts

Earlier today Bloomberg’s Lisa Murphy was showing the relationship between USTs and stocks pointing out that bonds were not confirming the stock rally. Is this simply a product of the Fed’s ZIRP pledge or is there some wildly differing growth … Continue reading

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