Bonds

Bonds

  • 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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  • Bonds

    Bond Market Summary

    March 01, 1989 BY Steve Leuthold

    In February, stocks and bonds tracked the same course. The CRB Index came down significantly in February and was close to breaking down before a late month surge. The JOC Index remains above its January breakout level.

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  • Bonds

    Bond Market Summary

    February 01, 1989 BY Steve Leuthold

    This is indeed a strange environment, where higher short-term rates in effect have become a bond market positive. High short rates cool the economy and keep the dollar strong. Both of these consequences are bond market positives.

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  • Bonds

    Bond Market Partially Closed For The Holidays

    July 25, 2017 BY The Leuthold Research Team

    To use the old cliche' for lack of a better term, the bond market backed and filled in December.

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