You Searched For "Matthew Hornbach" and got 20 results
Sort By:
The Fed Might Not Taper Until June 2014
Additionally, most GDP forecasts by economists currently assume that the law that triggers an autom…
Sam Ro  Â
Here's The One Thing You Should Look For In This Week's FOMC Statement
At some point, "since last fall" is going to sound confusing because we are making our way through …
Sam Ro  Â
MORGAN STANLEY: 'READ MY LIPS: BUY BONDS'
"We think a decline in realized volatility as Treasury yields grind toward lower yields will encour…
Sam Ro  Â
A Morgan Stanley Analyst Nailed The Fed In One Sentence LAST Week
...If the incoming data are broadly consistent with this forecast, the Committee currently anticipa…
Sam Ro  Â
Investors may be over preparing for rising inflation while a 'transitory tantrum' looms, Morgan Stanley says
A 'transitory tantrum', if inflation is lower than expected, would prompt a sell-off in securities …
Carla Mozée  Â
GUNDLACH: Hedge funds are betting against Treasurys like never before, and they could soon face massive losses
"Government bonds are mounting a second attempt this year at a tactical bull market, the first of w…
Akin Oyedele  Â
One of the smartest minds in the bond market talks us through the Fed, uncertainty, and markets that are out of whack
Hornbach: The reason why I think that is happening is because of the uncertainty and changes in exp…
Jonathan Garber  Â
Morgan Stanley unveils a detailed strategy that has worked perfectly for 3 decades for trading one of the world's largest markets around US holidays
For example, it has been best to short 10-year Treasury futures before Christmas. It also so happen…
Akin Oyedele  Â
Morgan Stanley's new bond market outlook defies both Goldman Sachs and Warren Buffett
Goldman warned recently if the 10-year US Treasury yield exceeds 4.5% by year-end, stocks could get…
Joe Ciolli  Â
BILL GROSS: There's a level way more important than Dow 20,000
2.55% to 2.60% is the current "top" of this trend line, and over the past few weeks it has held and…
Jonathan Garber  Â
Forget the yield curve. Morgan Stanley says investors should be focused on a superior recession signal - one that's threatening to flash by year-end.
"4Q results were quite poor and led to the broadest earnings revisions we've observed since the las…
Joe Ciolli  Â
The 10-year hits its highest level in 7 years
Empire Manufacturing printed 20.1 for May, well ahead of the 15.0 that economists surveyed by Bloom…
Lisa Fu  Â
The 10-year is getting really close to the key 3% level
Jeff Gundlach, the founder of DoubleLine Capital, forecast in January that returns on the S&P 5…
Jonathan Garber  Â
The $14 trillion bond market has caught Wall Street off guard
In 2016, it introduced a program called yield-curve control. This involved keeping the yield on its…
Akin Oyedele  Â
The last surprise Fed rate hike was followed by the 'bond market massacre' of 1994
"The 1994 hike cycle - while broadly anticipated - surprised investors in terms of the timing and m…
Sam Ro  Â
Treasurys are getting smashed
Treasurys saw significant selling in the weeks following the election amid speculation Trump will b…
Jonathan Garber  Â
With One Word, Janet Yellen Torpedoed A Key Catalyst For Market Volatility
"The Fed's characterization of recent inflation readings as "noisy" and the preponderance of eviden…
Sam Ro  Â
Here Comes Case-Shiller Home Prices...
"[A] factor that may cause the Fed to wait beyond the October meeting is that measures of home pric…
Rob Wile  Â
Here Are 2 Critical Home Price Charts To Consider Ahead Of Today's Case-Shiller Report
"[A] factor that may cause the Fed to wait beyond the October meeting is that measures of home pric…
Sam Ro  Â
Something that could give a massive boost to the world economy isn't going to happen
The issue, at least in the US, is that such stimulus requires issuing debt and increasing the defic…