Yield Curve
Aug
05
1998
Inside the Bond Market
Bond market still ahead of itself, fueled by flight to credit quality...But money flows could slow, should Asia outlook improve, or Japan act decisively.
Feb
04
1998
What Is The Year End Flat Yield Curve Telling Us?
The U.S. yield curve could mildly invert in 1998, even with a passive Fed.
Jan
07
1998
Three Distinct Economic Periods
Yield curve typically inverted about 62% of the time.
Jan
07
1998
What Is Flat Yield Curve Telling Us?
Long term rates are "normally" higher than short term rates to compensate investors for the likely risk that inflation will undermine the value of their bonds.
Feb
04
1995
Inside The Bond Market
Weight of the evidence discipline remains neutral this month. Long T-bond six and twelve month worst case still seen only as 8.50% level.
Dec
05
1994
Economy Showing No Signs of Cooling Off
Economy Humming Along...Fed Not Done Yet...Inflation Still Number One Worry