http://www.inveslogic.com/tags/treasuries Blog Articles Tagged with 'treasuries' at http://www.inveslogic.com en http://www.inveslogic.com/sectors/directory/247-wall-street/1148608?rsstype=tag&tag=treasuries Accoring to Reuters, Japan's industrial output fell sharply in October. Reuters reports that stores are courting careful customers this Black Friday. Reuters report that Panasonic shares fell to a five year low based on its revised forecast. ... Fri, 28 Nov 2008 04:34:35 -0500 http://www.inveslogic.com/sectors/directory/247-wall-street/1148608?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/a-fistfull-of-euros/1148667?rsstype=tag&tag=treasuries Happy families are all alike; every unhappy family is unhappy in its own way TolstoyWell this is an interesting little fable of modern family life, even if all the families involved may not be ones which many of my readers would normally wish to... Sun, 23 Nov 2008 11:17:16 -0500 http://www.inveslogic.com/sectors/directory/a-fistfull-of-euros/1148667?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/a-fistfull-of-euros/1148395?rsstype=tag&tag=treasuries While we are likely to see a substantial drop in euro-region inflation, Bank of Spain forecasts for the 15-nation euro area do not show price drops. That is they show an enormous moderation in price gains, but they do show price gains, ac... Thu, 20 Nov 2008 10:03:30 -0500 http://www.inveslogic.com/sectors/directory/a-fistfull-of-euros/1148395?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/economists-view/1148024?rsstype=tag&tag=treasuries Jeff Sachs says save the auto industry:A Bridge for the Carmakers, by Jeffrey D. Sachs, Commentary, Washington Post: A government-supported restructuring of the auto industry is urgently needed for our economic and energy security. If the Bush admini... Mon, 17 Nov 2008 00:36:00 -0500 http://www.inveslogic.com/sectors/directory/economists-view/1148024?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/big-picture/1147909?rsstype=tag&tag=treasuries Words from the (investment) wise for the week that was (November 3 9, 2008)Welcome to Wall Street, Barack Obama. His victory signaled a change in US political direction, but the biggest election day rally ever a surge of 4.1% in the S&P 500 I... Sun, 16 Nov 2008 09:25:41 -0500 http://www.inveslogic.com/sectors/directory/big-picture/1147909?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/etf-investor/1147027?rsstype=tag&tag=treasuries China recently announced a stimulus package for its economy, promising 586 billion. This is a rather enormous stimulus package relative to the size of China's economy; John Browne says it would be analogous to a stimulus package of 3 trillion U.S. do... Thu, 13 Nov 2008 13:08:57 -0500 http://www.inveslogic.com/sectors/directory/etf-investor/1147027?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/etf-investor/1146779?rsstype=tag&tag=treasuries Essentially, U.S. Treasuries are setting up to be a great short opportunity. Last week, I laid out a basic thesis for shorting treasuries. We may be early in this call, but present and future actions are sending us signals we simply cannot ignore. Th... Thu, 13 Nov 2008 04:45:35 -0500 http://www.inveslogic.com/sectors/directory/etf-investor/1146779?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/etf-investor/1146621?rsstype=tag&tag=treasuries Like global equities generically, real estate securities are now valued at their most attractive levels in decades. As a result of further selling pressure in November, current yields on U.S. REIT indexes now exceed 9%, which is over a 5% premium to ... Wed, 12 Nov 2008 14:55:38 -0500 http://www.inveslogic.com/sectors/directory/etf-investor/1146621?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/big-picture/1146518?rsstype=tag&tag=treasuries Chris Whalen runs Institutional Risk Analytics. The past several months have been a blur of activity. On theeve of Veteran s Day, when Americans remember those who have served and havedied to protect our freedom and our way of life, let s tak... Wed, 12 Nov 2008 13:00:21 -0500 http://www.inveslogic.com/sectors/directory/big-picture/1146518?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/brad-delongs-semi-daily-journal/1145451?rsstype=tag&tag=treasuries He writes: Econbrowser: The new, improved fed funds market: Yet another week of institutional changes that render all those nice macroeconomic texts and professors' lecture notes obsolete. The interest rate at which banks lend their Federal Reserve d... Mon, 10 Nov 2008 09:52:08 -0500 http://www.inveslogic.com/sectors/directory/brad-delongs-semi-daily-journal/1145451?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/brad-delongs-semi-daily-journal/1145452?rsstype=tag&tag=treasuries Econbrowser: The new, improved fed funds market: Yet another week of institutional changes that render all those nice macroeconomic texts and professors' lecture notes obsolete. The interest rate at which banks lend their Federal Reserve deposits to ... Mon, 10 Nov 2008 09:48:02 -0500 http://www.inveslogic.com/sectors/directory/brad-delongs-semi-daily-journal/1145452?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/economists-view/1145213?rsstype=tag&tag=treasuries Tim Duy looks at monetary and fiscal policy options in light of an economy that continues to slide downhill:Bad to Worse, by Tim Duy: From bad to worse is about the only way to describe the flow of data last week. With each new data point, the case ... Mon, 10 Nov 2008 03:24:00 -0500 http://www.inveslogic.com/sectors/directory/economists-view/1145213?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/etf-investor/1145243?rsstype=tag&tag=treasuries The matrix below is from Barclay s iShares, showing the 1-year total return correlation between the S&P 500 (proxy [[SPY]]) and several key bond fund types available from iShares:(AGG): Lehman Aggregate Bonds(SHY): 1-3 year Treasuries(IEI): 3-7 yea... Mon, 10 Nov 2008 03:19:12 -0500 http://www.inveslogic.com/sectors/directory/etf-investor/1145243?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/etf-investor/1145191?rsstype=tag&tag=treasuries So they re gonna spend it, instead of socking it away:Two things: ... Mon, 10 Nov 2008 01:31:08 -0500 http://www.inveslogic.com/sectors/directory/etf-investor/1145191?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/big-picture/1145110?rsstype=tag&tag=treasuries Words from the (investment) wise for the week that was (November 3 9, 2008)Posted by Prieur du PlessisWelcome to Wall Street, Barack Obama. His victory signaled a change in US political direction, but the biggest election day rally ever a sur... Sun, 09 Nov 2008 06:46:29 -0500 http://www.inveslogic.com/sectors/directory/big-picture/1145110?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/etf-investor/1144697?rsstype=tag&tag=treasuries Jasper asks, in the comments:Can you comment generally on how much less risky it is to invest in the stock market now than it was 3 months ago? In other words, now is obviously a better time to invest in stocks than it was 3 months ago, if you were g... Fri, 07 Nov 2008 10:38:07 -0500 http://www.inveslogic.com/sectors/directory/etf-investor/1144697?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/etf-investor/1144509?rsstype=tag&tag=treasuries Closed-end municipal bond funds currently appear attractive for the following reasons: The spread between municipal bonds and treasuries are at historic levels since the 50s;The potential for an increase in federal income taxes would makes muni... Fri, 07 Nov 2008 04:59:04 -0500 http://www.inveslogic.com/sectors/directory/etf-investor/1144509?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/etf-investor/1144299?rsstype=tag&tag=treasuries Ambac s Q308 report was stunning in its awfulness. The monoline insurer certainly looks to be doing worse than its competitors like PMI Group (PMI) or MBIA (MBI). From Ambac s Q308 conference call (ABK):... Thu, 06 Nov 2008 16:33:09 -0500 http://www.inveslogic.com/sectors/directory/etf-investor/1144299?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/etf-investor/1144080?rsstype=tag&tag=treasuries Gregor Macdonald has a great post on his blog, called Debt-ology, which details an issue I've been mulling over myself: the flooding of the market with supply of treasuries. I put this up as food for thought, as well as providing a possible way to... Thu, 06 Nov 2008 06:48:26 -0500 http://www.inveslogic.com/sectors/directory/etf-investor/1144080?rsstype=tag&tag=treasuries http://www.inveslogic.com/sectors/directory/etf-investor/1143877?rsstype=tag&tag=treasuries The yield on the One-Month Treasury Note is currently at 0.09%, which is still extremely low by historical standards. This indicates that investors continue to flock to the safest of safe haven assets, and we are by no means out of the woods yet in... Wed, 05 Nov 2008 17:46:36 -0500 http://www.inveslogic.com/sectors/directory/etf-investor/1143877?rsstype=tag&tag=treasuries