Mortgage Bonds, Home Lenders Jump
Digest more
Bond yields look like to rise this year, despite the possibility of at least two Federal Reserve rate cuts. Even a small increase in yields can be a problem
Contrarian investors are betting that bonds will outperform both stocks and gold in coming months. That’s because bond market-timers are highly pessimistic right now, kicking bonds out of favor. In contrast, stock and gold market timers are quite optimistic — even to the point of irrational exuberance.
BND remains a buy: 4.3% yield-to-maturity, 5.9-year duration, and attractive value vs. cash. See why I rate the stock a Buy.
The stock market keeps touching fresh record highs, while the bond market is girding for trouble in the economy The bond market usually sniffs out trouble in the economy, but there's also a lot of momentum in the stock market to keep the rally going.
Indian bonds have limited scope to rally as a shift in household savings to equities and changes to banks’ investment rules dampen demand for long-term debt, according to a senior executive at ICICI Bank Ltd.
The equity risk premium recently approached zero, and bonds have quietly regained relevance. Within equities, small-cap stocks stand out as one of the most discounted segments of the market.
The equity risk premium in the U.S. remains 'negative' in July, says Wells Fargo. Here's what that means for portfolios. U.S. stocks are expensive relative to bonds, bolstering the attractiveness of fixed-income assets in diversified portfolios, according ...
Contrarian investors are betting that bonds will outperform both stocks and gold in coming months. That’s because bond market-timers are highly pessimistic right now, kicking bonds out of favor.
Experts warned the ban’s impact would be modest and said it’s "disheartening" that Trump isn’t focused on building more homes.
Feedback