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Corporate Debt = $1 Trillion Dollars
A Bloomberg column I referenced in Thursday’s reads has a few huge graphics; this one in particular I wanted to make sure no one...
Rising Interest Rates Do Not Equal Poor Equity Performance
Source: Vanguard This is a fascinating look at different eras of rising interest rates and market performance; more on this later...
Information in the Yield Curve about Future Recessions
Information in the Yield Curve about Future Recessions Michael D. Bauer and Thomas M. Mertens FRBSF Economic Letter, August 27, 2018...
MIB: Lowest Rates in Recorded History!
Interest rates are “the lowest in history, from the Code of Hammurabi to Babylon Civilization, Greek and Roman Civilization, the Middle...
Mortgage Rates and Ten Year Yield
Source: Calculated Risk Its almost as if the standard conforming mortgage loan somehow uses the 10 Year bond yield as a signal or...
How Stocks Correlate With Higher Interest Rates
Sources: LPL, Bloomberg We have discussed this many times before, but once more: equities tend to move higher with...
Is the 30 year Bond Bull Market Over?
Bond-Market Bears Are Everywhere A lot of people seem to think the bull run is over. Bloomberg, April 26, 2018 Earlier this...
Carlson: Misconceptions About Individual Bonds vs. Bond Funds
Ben Carlson is Director of Institutional Asset Management at RWM. His explanation of the differences between bonds and bond funds is...
MiB: The World’s Most Important Number
How is it possible that a few clerks at a handful of London banks determine what some call the world’s most important number? This is...