DTUL News and Press, Barclays Bank PLC ZC SP REDEEM 13/08/2020 USD 50 - Ser A 06740L469 From 05/15/19

Maybe it's a reaction to the recent escalation in the US-China trade conflict. Or perhaps the crowd is turning more cautious because of the runup in global equity markets earlier in 2019, before the trade row between Washington and Beijing undercut the bulls. Whatever the reason, yields on key...

Since I have been updating many of my expectations this week, I thought I would write a quick article on bonds too. To recap where we have come from, we successfully called the top to the bond market back in 2016, and then re-entered the long side of the bond market when [[TLT]] dropped just...

By Jenna Barnard, CFA Foreign bonds can offer diversification benefits, but many non-U.S. developed markets offer subpar yields. Jenna Barnard, Co-Head of Strategic Fixed Income, argues how this seeming disadvantage can be turned into a benefit for U.S. dollar-based bond strategies that p...

By Kevin Flanagan I don't want to bore you with just another blog post on the Fed. So, instead of debating whether the policymakers at the Fed should cut rates, stay on the sidelines or, dare I say it, raise rates, let's turn our attention elsewhere... their balance sheet. The Fed has been...

Editor's note: Originally published at tsi-blog.com on May 14, 2019. [This blog post is an excerpt from a recent TSI commentary] Here is our monthly update on what's happening on the monetary inflation front in a few different regions/countries. The G2 (US plus euro-zone) monetary ...

Census has released the current consumer price index numbers for the United States . The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.3 percent in April on a seasonally adjusted basis after rising 0.4 percent in March, the U.S. Bureau of Labor Statistics reported t...

Last year saw something exceedingly rare. For a period of 9 months there were exclusively rate hikes by the major central banks we monitor. But this period of tightening is turning, and now rate cuts are beginning to dominate again. If this was an important chart last year, you better believe ...

By Douglas J. Peebles Risk assets have bounced back this year after a dreadful finish in 2018, with a big assist from the US central bank. But are markets overlooking the potential for problems down the road? A lot seems to be going right in 2019. Policy stimulus appears to have preempte...

Straggler behind the Fed and the ECB gets the drift Total assets on the balance sheet of the Bank of Japan at the end of April ticked up from March but were flat with the record in February: ¥562 trillion ($5.1 trillion). This amounts to a gigantic 102.2% of nominal GDP. But the BOJ...

Treasury yields are likely at a temporary sticking point, waiting for the next catalyst to move yields materially in either direction. When I talk about yields being at an important level, it should not be confused with technical analysis. I don't use technical analysis in my approach. The ec...