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The US jobless report on Friday sparked a jump in Treasury bond yields, sending the yield on 10-year Notes to 3.95% – the highest level since June last year. Rising bond yields have far-reaching implications. Read on for the full story … [...] More on this topic (What's this?) Bonds: The Most Important Asset Class (Expected Returns, 4/18/12) Emerging Market Bonds: Less Risk Than You Think (Investment U, 5/11/12) How to Play Low Natural Gas Prices With Bonds (Investment U, 4/17/12)
James Grant, editor of Grant’s Interest Rate Observer, talks with Bloomberg about U.S. Treasury yields. Grant produced a prospectus for the credit quality of US Treasuries, treating the Treasury as if it is a corporate debt issuer. This is not-to-be missed viewing. [...] More on this topic (What's this?) Warren Buffett Special Tomorrow on Bloomberg TV (Value Investing, 5/2/12) Get Bloomberg Businessweek Magazine for 85% Off (Value Stock Guide, 4/24/12) Paul Krugman and Ron Paul to Debate! (Video) (Value Investing, 4/30/12)
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. [...] More on this topic (What's this?) Harbinger, Spectrum Back In Spotlight (The DIV-Net, 5/16/12) What to Expect From The Global Tourism Industry in 2010 (Investment U, 11/11/09) Tom Gayner’s Reading List Added to ValueWalk (Value Investing, 4/13/12)
El-Erian, Pimco CEO and Co-CIO, discusses with CNBC the jobs report and the impact it will have on the bond market. He also covers the outlook for the economy, making a distinction between cyclical and structural issues. As will with El-Erian, this is good stuff. [...]
The video clips in this post provide a handy summary of the reports expected on the economic, financial and corporate front around the globe during the week ahead. [...] | ||||||||||||||||||||||||||||||||||||||||
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