by Gary S. Morrow | Jun 14, 2022 | Market Update
Hat tip Brian Gilmartin/@TrinityAssetMan
by Gary S. Morrow | May 11, 2022 | Charts
Before this year’s 10% decline in the Bloomberg Aggregate Bond Fund, the largest single year drawdown was 2.9% in 1994. Incredible amount of pain for fixed income investors. Hat tip Ben Carlson/@awealthofcs
by Gary S. Morrow | May 11, 2022 | Charts
“.. it is heartening to see the bond market’s one-year forward inflation expectation fall below 5% and the two-year expectation drop slightly below 4%. Those declines are some of the strongest evidence that overall inflation has peaked ..” @LeutholdGroup[Paulsen] Hat...
by Gary S. Morrow | May 7, 2022 | Charts
U.S. Treasuries are in the midst of their third worst drawdown in history. No wonder investor sentiment is extremely negative. Hat tip Wall Street Silver/@WallStreetSilv
by Gary S. Morrow | May 6, 2022 | Charts
The bond market has gotten crushed this year. This flush has dragged down the ‘balanced’ 60/40 portfolio. Hence, the extremely bearish sentiment from individual investors. There has simply been nowhere to hide. Hat tip Jim Bianco/@biancoresearch The...
