Bonds

Bonds

  • Bonds

    Bond Market Summary

    June 05, 1991 BY Steve Leuthold

    In early May, the bond market was hit hard by a post Treasury financing sell off. It spent the rest of the month recovering.

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  • Bonds

    Bond Market Summary

    May 05, 1991 BY Steve Leuthold

    For the month of April, higher quality long bonds turned in small fractional gains. The economic tea leaves were mixed, inflation numbers were good, the dollar held up and short term rates came down. However, a big pick up in new fixed income offerings seemed to satisfy investor demand.

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  • Bonds

    The Dollar, the D Mark and German Bunds

    April 01, 1991 BY Steve Leuthold

    This month, the Conventional Asset Allocation Model has added to its holdings of German government bunds, taking them up to 18% of the model’s assets. Normally this would be a subject for this publication’s “Foreign Investments” section. However, the considerations involved in making this investment decision should be of broader client interest.

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  • Bonds

    Bond Market Summary

    April 01, 1991 BY Steve Leuthold

    In March, the fixed income markets were a mixed bag. Short term rates fell 25 basis points and 90 day bills ended the month well below 6% (5.74%). Junk bonds extended their sharp February rally. Outside of short term rates and junk bonds, the fixed income markets recorded little net change in March.

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  • Bonds

    Bond Market Summary

    March 01, 1991 BY Steve Leuthold

    The bond market continued to advance in early February. It peaked however on February 8th, the day after the Treasury completed its financing. In the week following, T-bonds held in a narrow range, but began losing ground in the last half of the month. In the final days of February and on the first trading day of March, the decline picked up momentum.

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  • Bonds

    Bond Market Summary

    February 01, 1991 BY Steve Leuthold

    War, recession, falling oil prices and other good inflation news combined to support the U.S. fixed income markets in January.

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  • Bonds

    Well, At Least It Is Now Official

    January 07, 1991 BY The Leuthold Research Team

    The committee at the National Bureau of Economic Research says it is a recession.

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  • Bonds

    Bond Market Summary

    December 01, 1990 BY Steve Leuthold

    In November, recession evidence continued to build. War fears started to fade. November 17 came and went, and the Bush hawk began his molt. The dollar stabilized, at least momentarily. Inflation fears faded, as oil prices traded down. In this environment, the bond market marched steadily upward all month.

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  • Bonds

    Bond Market Summary

    November 01, 1990 BY Steve Leuthold

    Crude prices fell 11% in October and almost all other commodities moved lower, easing recent inflation fears. The economic numbers mostly continued to say recession, with the exception of the new GNP number. However, very few believe the accuracy of the number.

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  • Bonds

    Bond Market Summary

    October 01, 1990 BY Steve Leuthold

    The recent improvement in the bond market is probably not the result of the politicians’ weak kneed program to deal with the deficit. Rather, it more likely stems from the lack of bad news from the Middle East and growing evidence that the economy is in a recession.

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