Bonds

Bonds

  • Bonds

    Bond Market Summary

    November 01, 1989 BY Steve Leuthold

    Inflation continues to cool and the economy is providing more evidence of slowing, but we still have our reservations about the bond market and remain cautious.

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  • Bonds

    A Potential Tactical Move Into Junk Bonds

    October 01, 1989 BY Steve Leuthold

    It still appears to be premature, but we are giving serious consideration to adding a package of selected high yield corporate bonds to the fixed income component of the two asset allocation models.

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  • Bonds

    Bond Market Summary

    October 01, 1989 BY Steve Leuthold

    A lackluster T-bond rally in the first half of September seemed to be primarily a flee to quality as junk bonds were trashed. Then in the last week or so T-bonds have moved lower, even as the junk market stabilized.

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  • Bonds

    Bond Market Summary

    September 01, 1989 BY Steve Leuthold

    In August, the dollar was strong and inflation fears continued to wane. So why were most long-term bonds down 2-4 points? We can blame the economy, or at least Wall Street’s perception of the economy.

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  • Bonds

    Bond Market Summary

    August 01, 1989 BY Steve Leuthold

    The bond market marked time for the first three weeks of July, but came on strong in the last five trading days. July gains in bonds did not keep pace with stocks, but most bonds were up a point or so for the month.

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  • Bonds

    Bond Market Summary

    July 01, 1989 BY Steve Leuthold

    In June, the bond market appeared to be unstoppable. After a pause mid-month, prices came roaring back edging into new high ground at month end.

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  • Bonds

    Australian Bonds…..Time for An Encore?

    June 01, 1989 BY Steve Leuthold

    With Aussie Commonwealth bond yields again up around 14% and the Aussie dollar down to $0.75 U.S., we are moving part of the fixed income portion from both the asset allocation models back into the Aussie bond market.

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  • Bonds

    Bond Market Summary

    June 01, 1989 BY Steve Leuthold

    For quite some time this publication has had a pretty good feel for the bond market. But May surprised me. My expectation was a stronger market early in the May followed by a correction.

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  • Bonds

    Bond Market Summary

    May 01, 1989 BY Steve Leuthold

    With at least some preliminary signs the economy is slowing, accompanied by more comforting PPI and CPI numbers, it would appear the Fed is relaxing a bit.

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  • Bonds

    Bond Market Summary

    April 01, 1989 BY Steve Leuthold

    In mid-March, the bond market was jolted by a nasty PPI number and spent the rest of the month creeping back to pre-PPI release levels. The net result was an unchanged to slightly higher bond market in March.

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