Comments on: Plotlines: Are the bears waking up in bond land? http://blogs.reuters.com/from-reuterscom/2008/04/08/plotlines-are-the-bears-waking-up-in-bond-land/ Sun, 29 Nov 2009 09:59:59 +0000 http://wordpress.org/?v=2.6.2 By: Jill P http://blogs.reuters.com/from-reuterscom/2008/04/08/plotlines-are-the-bears-waking-up-in-bond-land/#comment-334057 Jill P Tue, 14 Oct 2008 02:36:50 +0000 http://blogs.reuters.com/from-reuterscom/2008/04/08/plotlines-are-the-bears-waking-up-in-bond-land/#comment-334057 Interesting to read this article now, in light of the radical highs and lows our economy has experienced this week.... Interesting to read this article now, in light of the radical highs and lows our economy has experienced this week….

]]> By: aid4families http://blogs.reuters.com/from-reuterscom/2008/04/08/plotlines-are-the-bears-waking-up-in-bond-land/#comment-333666 aid4families Thu, 10 Apr 2008 13:47:39 +0000 http://blogs.reuters.com/from-reuterscom/2008/04/08/plotlines-are-the-bears-waking-up-in-bond-land/#comment-333666 I couldn't agree more with the first post. There is no anchor to the current economic landslide. I watch as people run to bonds, commodities(oil), and currencies like(chf). It's bond rally then stock rally as everyone keeps trying to rearrange the titanic deck chairs. http://aid4families-aid4families.blogspot.com/ Is where my indicted firm supplies alternatives other than restarting the cycle over and over. I couldn’t agree more with the first post. There is no anchor to the current economic landslide. I watch as people run to bonds, commodities(oil), and currencies like(chf). It’s bond rally then stock rally as everyone keeps trying to rearrange the titanic deck chairs. http://aid4families-aid4families.blogspo t.com/ Is where my indicted firm supplies alternatives other than restarting the cycle over and over.

]]> By: Jouko Yla-Liedenpohja http://blogs.reuters.com/from-reuterscom/2008/04/08/plotlines-are-the-bears-waking-up-in-bond-land/#comment-333663 Jouko Yla-Liedenpohja Wed, 09 Apr 2008 04:30:01 +0000 http://blogs.reuters.com/from-reuterscom/2008/04/08/plotlines-are-the-bears-waking-up-in-bond-land/#comment-333663 The yields on the US treasuries are currently so low that, combined with inflation outlook, they are consistent with a zero growth of the GDP in th USA well over the medium term, hardly a realistic scenario. At http://joukoy.blogspot.com/ I wrote 31 March 2008 about the need to anchor inflation expectations quickly, but also that "the yields on the U.S. Treasuries are bound to rise and their market prices to decline irrespective of whether the steering rate will descend or ascend and whether the Fed succeeds or fails in delivering price stability." So massive losses to the bond investors will be inescapable! The yields on the US treasuries are currently so low that, combined with inflation outlook, they are consistent with a zero growth of the GDP in th USA well over the medium term, hardly a realistic scenario.

At http://joukoy.blogspot.com/ I wrote 31 March 2008 about the need to anchor inflation expectations quickly, but also that “the yields on the U.S. Treasuries are bound to rise and their market prices to decline irrespective of whether the steering rate will descend or ascend and whether the Fed succeeds or fails in delivering price stability.”

So massive losses to the bond investors will be inescapable!

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