Bond Market

Bulletproof to Bust: Top AAA Bonds Tarnished by a Blackstone Office Deal’s Blow Up

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These top-rated bonds took roughly a 26% loss. It wasn’t until recently that investors in the commercial property deal received some of their money back after more than two years, albeit after taking a $190 million collective hit on their roughly $300 million investment, according to data from CrediQ. Losss were so steep they wiped […]

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Total Return Is Dead’: Billionaire ‘Bond King’ Bill Gross Rings Death Knell for the Investment Strategy He Pioneered

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Gross is also widely credited with pioneering the “total return” strategy in bond investing. This approach expanded traditional bond management by focusing not only on the interest income but also on capital gains, active trading, and risk management, allowing for a more dynamic and potentially profitable way to manage bond portfolios. “Yep, I said it,

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Central Banks Are Turning To Gold As They Lose Faith In Bonds – ANZ

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In the last two years central bank gold purchases as its share in global demand has tripled, representing between 25% and 30% noted by Commodity analysts at ANZ. “[Emerging market] central banks could purchase over 600 tonnes of gold annually until 2030, to take its share in their foreign reserves to 10%. China will likely

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Ray Dalio Says U.S. Reaching an Inflection Point Where the Debt Problem Quickly Gets Even Worse

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Last year, the government rang up a $1.7 trillion deficit: $659 billion on net interest costs in fiscal 2023 to finance the debt. Dalio said that is a recipe for trouble. Soaring U.S. government debt is reaching a point where it will begin creating larger problems, Bridgewater Associates founder Ray Dalio said Friday. “Economically strong

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Investors Will Want to Own Gold as ‘America Faces a Debt Reckoning’

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According to Ing, the biggest global economic threat is growing debt problems in the U.S. Since 08 the supply of Treasuries has risen 5X to more than $25 trillion. One of Toronto’s oldest boutique investment firms is warning investors that gold could be a good asset to own as the world faces significant threats in

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US Debt Interest Costs Skyrocket 87% as New Federal Fiscal Year Begins

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Moody’s lowered its US credit outlook on Friday to “negative,” signaling a possible downgrade in the future. The ratings agency cited ballooning deficits and political dysfunction. Gross interest on Treasury debt securities jumped 87% from a year ago, fresh data showed. Interest payments reached $88.9 billion last month, as the government finances higher deficit spending.

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The Collapse in Treasury Bonds Now Ranks Among the Worst Market Crashes in History

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Losses on Treasury bonds with maturities of 10 years or more had notched 46% since March 2020, while the 30-year bond had plunged 53%, Bloomberg reported. Those losses are nearly in line with stock-market losses seen during the worst crashes of recent history – when equities slumped 49% after the dot-com bubble burst and 57% in the

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The Bond Market Has Never Sounded Recession Alarms for This Long

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The inverted yield curve on U.S. Treasuries has been flashing warnings about the economy for some time now.  10-year yield has been below the 3-month rate for 212 trading days. Such an inversion telegraphed the last eight recessions. And on Sept. 14, the market surpassed the 1980 record to hold that way for the longest

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No Chance We’re Having a Soft Landing’: Stock-Market Strategist David Rosenberg Gives Powell’s Fed No Credit — and No Mercy

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“There is no chance we’re having a soft landing in the context of the most pernicious tightening by the Fed since the Paul Volcker years,” Rosenberg says. It’s equally interesting to hear Dimon talk about how great things are when the pace of bank lending, in the aggregate, is heading towards negative territory on a

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The Gold Market Remains the Superior Safe Haven as the World Deals with Rising Debt, High Inflation and Recession Risks – Crescat Capital’s Tavi Costa

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Gold’s value compared to equities and bonds makes it the perfect portfolio diversifier. It’s only a matter of time before gold prices push well past $2,000 an ounce as the world continues to deal with higher interest rates, rising inflation pressures, and the global economy drowning in debt. “Gold relative to money supply itself is also absurdly

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