Page 7 - Michael Contopoulos News Today : Breaking News, Live Updates & Top Stories | Vimarsana

The Fed has distorted the Treasury landscape, says a Bernstein savant. Without its bond buying, the 10-year would be yielding 3.7%.

Over the last 40 years the US economy has slipped into recession 6 times.

We all love alliteration but when it comes to the “Powell Put” or the “Powell Pivot,” we think investors need to understand the facts and intentions of the Federal Reserve before accepting a saying just because it rolls smoothly off the tongue.

With inflation surprising to the upside and lasting longer than most expect, we believe investors will need to rethink portfolio management and what it means to own a balanced portfolio.

May 3, 2021 As investors grow more optimistic about the economic recovery, safe-haven assets like Treasury bond ETFs may be losing their appeal. According to IHS Markit Ltd data, short interest in the iShares 20+ Year Treasury Bond ETF (NasdaqGS: TLT) has increased to 25% of shares outstanding, the highest level of short interest since early 2017, Bloomberg reports. Furthermore, investors are dumping exposure to long-term Treasuries. The iShares 20+ Year Treasury Bond ETF has posted outflows every day so far this week, which puts the fund on pace for weekly withdrawals of over $1 billion, ...