War in the Ukraine by another name
Everything is in motion this morning as the conflict in Ukraine moved toward an all-out, but thoroughly denied, invasion of the east of the country by Russian troops, tanks, and artillery.
Saturday Night Quarterback says, For the week ahead expect…
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Treasury supply shortage complicates market reaction to Fed’s move
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...The Big Hedge: Is shorting Treasuries the way to reduce risk in the decade ahead?
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Strong June jobs sends Dow over 17,000 for first time
In June the U.S. economy added 288,000 jobs after adding an upwardly revised 224,000 jobs in May (up from an initial report of 217,000.) The consensus among economists surveyed by Briefing.com had projected an increase of 210,000 jobs in the month.
As in the U.S., Japan’s central bank has become the market for government bonds
Bond markets in Japan are getting whiplashed as traders try to guess who will be buying how much of what when. Which in turn is pushing around prices of U.S. and European government debt. At the end of the first quarter, the Bank of Japan owned 20.1% of Japanese government bonds outstanding and the bank’s total planned purchases for the 2015 fiscal year amount to 42% of the total issuance
Are bond shorts wrong or early? (I vote for early)
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Saturday Night Quarterback says, For the week ahead expect…
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...![Treasuries continue their rally–mostly on euro weakness](https://jubakam.com/wp-content/uploads/tag_images/015.jpg)
Treasuries continue their rally–mostly on euro weakness
The rally in U.S. Treasuries keeps on keepin’ on. But all indications are that the Treasury rally is built on the relative attractiveness of Treasuries rather than on a forecast of falling U.S. economic growth. At least that’s what the mix of stronger Treasury prices plus a steady market for stocks argues to me.