You Searched For "Matthew Hornbach" and got 20 results
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2 mins read
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
2 mins read
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
1 min read
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
2 mins read
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
2 mins read
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
2 mins read
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
5 mins read
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
3 mins read
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
2 mins read
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
2 mins read
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
4 mins read
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
1 min read
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
2 mins read
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
4 mins read
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
3 mins read
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
1 min read
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
2 mins read
Treasurys are getting smashed
Treasurys saw significant selling in the weeks following the election amid speculation Trump will b…
Jonathan Garber
1 min read
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
2 mins read
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
2 mins read
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…