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Tag Archives: u.s. treasury debt

“Normal,” It’s Not What You Think!

Most readers remember the pre-recession days of 4% GDP growth, interest rates at levels where savers had return choices worth pursuing (e.g., the 10 year T-Note at 4%), and workers could count on annual real wage growth.  Today, many refer to this as “normal,” and there is a desire, if not a movement, to return the economy back to such a state. You can see this in the political arena.  …Read More

Bond strategies for low rates and rising inflation

First published at Marketwatch.com http://www.marketwatch.com/story/bond-strategies-for-low-rates-and-rising-inflation-2014-06-16 Interest rates fell far this year and could stay low for some time. The world is awash with liquidity as central banks around the globe maintain highly accommodative monetary policies. The yield on the benchmark 10-year U.S. Treasury bond started 2014 at 3% and has since fallen to around 2.5%. The 10-year yield bottomed below 1.45% in 2012. Jeffrey Gundlach of the DoubleLine funds thinks …Read More