One more rate increase may be enough for the U.S. economy.
We are seeing some bottom-fishing going on as some investors take advantage of yields at these levels to buy. Yields are heading south.
We are going to see recovery in Europe and Japan, and that will make investment in those other countries more attractive and make for a weaker dollar.
Durable goods orders tend to be a more prominent leading indicator. I expect a weaker number, so I am bullish on Treasuries.
Durable goods order tends to be a more prominent leading indicator. I expect a weaker number, so I am bullish on Treasuries.
We should accept a weaker housing market is ahead of us and that is going to hurt consumption.
We are still keeping our bullish view on Treasuries. We expect to see Treasury yields peak soon.
The weakness in the housing market is going to prevail, and that is a harbinger of things to come for the rest of the economy. I bought Treasuries yesterday and plan to buy some more in the new year.
The U.S. Treasury market will outperform their European counterparts. The yield spread is making Treasuries more attractive.
I'm planning to accumulate more Treasuries. Higher oil prices are going to depress consumption. It's a kind of a tax increase for consumers.
Home prices are moderating, inventories are rising and affordability is heading south. The market will slow down even more by mid-year. There's a chance we will accumulate our holdings.
The housing sector is still weakening and it is a cause of concern for investors. I am keeping my long duration on Treasuries.
These are attractive levels to get back into the market, and we are anticipating a good performance ahead of us. We plan to gradually accumulate Treasury positions.
The long end of the curve is very cheap. We are maintaining our long duration position in Treasuries.