We are seeing some bottom-fishing going on as some investors take advantage of yields at these levels to buy. Yields are heading south.
Akira Takei
The weakness in the housing market is going to prevail, and that is a harbinger of things to come for the rest of the economy. I bought Treasuries yesterday and plan to buy some more in the new year.
weakness rest plan market things economy yesterday
south
One more rate increase may be enough for the U.S. Economy.
economy
The housing sector is still weakening and it is a cause of concern for investors. I am keeping my long duration on Treasuries.
concern
Home prices are moderating, inventories are rising and affordability is heading south. The market will slow down even more by mid-year. There's a chance we will accumulate our holdings.
chance home market south rising
Durable goods order tends to be a more prominent leading indicator. I expect a weaker number, so I am bullish on Treasuries.
order
Durable goods orders tend to be a more prominent leading indicator. I expect a weaker number, so I am bullish on Treasuries.
The long end of the curve is very cheap. We are maintaining our long duration position in Treasuries.
end cheap
The U.S. Treasury market will outperform their European counterparts. The yield spread is making Treasuries more attractive.
market attractive
These are attractive levels to get back into the market, and we are anticipating a good performance ahead of us. We plan to gradually accumulate Treasury positions.
good plan market performance attractive
You must log in to post a comment.
There are no comments yet.