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Tag Archives: bond market
By Mart | Published: April 30, 2012
As Spain collapses into depression, its banks are holed below the waterline and sinking rapidly, because they are the only remaining buyers of Spain’s sovereign debt. The government, unable to provide state aid to its banks, is desperately bending over backwards to hide the true state of its financial sector.
By Martin Fluck | Published: September 14, 2010
As the Angry Analyst warned, the fiscal austerity being implemented in Greece and the other Club Med countries would soon be felt because Germany has been relying on exports to these countries – not China – for growth. Economic sentiment, as measured by the ZEW institute, collapsed in September. This is particularly significant, because as can be seen from the accompanying chart, it leads the other key indicator produced by the IFO institute. And where this indicator leads, German industrial output is sure to follow.
By Martin Fluck | Published: September 7, 2010
Increased demand for corporate bonds may paradoxically reflect falling risk appetite for bonds in general, Reuters reports today. Fund managers with mandates that mean they have to be invested in bonds, are looking to park the money in the least risky option. So they’re pulling money out of overbought government bonds and investing in high yield corporate bonds. This way, bond funds will lose relatively less money!
By Martin Fluck | Published: September 5, 2010
Let’s face it, it’s time to get real on bonds. Ultra loose monetary policy always risked creating new asset bubbles, and bonds seem to be in serious bubble territory, now that record flows into bond funds have pushed returns to such low levels that only serious deflation can possibly justify these investments.