Relative Yields – The Wall Street Examiner

Global Bond Growth Rate Decelerates to Pre-Crisis Levels

a Wall Street Examiner Other Guys January 20, 2011 0 Comments

Global Bond Growth Rate Decelerates to Pre-Crisis Levels: Credit Markets
By Sapna Maheshwari –
Jan 20, 2011 7:02 AM ET

The global bond market’s expansion is slowing for the first time since 2005 as governments withdraw stimulus and credit conditio…

“Just the Facts” Doug Noland

a Wall Street Examiner Other Guys January 10, 2011 0 Comments

AsiaTimes
Jan 11, 2011
CREDIT BUBBLE BULLETIN
Just the facts
Commentary and weekly watch by Doug Noland

WEEKLY WATCH
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January 7 – Bloomberg (Tim Catts and Sapna Maheshwari): “Company bond sales in the U.S. reached a record this…

Goldman Sachs, Morgan Stanley Split on Junk as Prices Soar

a Wall Street Examiner Other Guys September 23, 2010

Goldman Sachs, Morgan Stanley Split on Junk as Prices Soar: Credit Markets
By John Detrixhe – Sep 23, 2010 5:59 AM ET

Morgan Stanley says investors should buy the lowest-rated corporate debt, while Goldman Sachs Group Inc. says stay away, underscorin…

Stock Market on the Brink

From a time perspective, the 10-12 month cycle ideally should be in a top phase. But it surpassed its last cycle projection of 4440 so it is probably in trending mode. Both the 6 month cycle and the 13 week cycles appear to be trending.

Get Ready for the Coming Bond Market Bloodbath

Janet Yellen has now confirmed that the Treasury will run out of money in October, as we already knew from our tracking of the data. Congress will be forced to raise the debt ceiling. Treasury supply will mushroom at the same time as the Fed begins to cut its market support operations. The RRP slush fund will affect the timing of the coming disaster. But we know its coming and we have a good idea of when.

Meanwhile the BLS has fomented a completely false picture of inflation. I explain that in this report. It’s blatant.

Constructive Signs for Gold Digging

The cycle picture is hazy. The table at left (subscriber version) is my best guess. A short term low is due, but at a lower projection. The would-be 13-17 week cycle up phase has gone nowhere, despite a new projection that points higher. If it doesn’t get out of this range soon, it would suggest the possibility of a wicked down phase ahead. If the price holds above the May-August downtrend line as shown on this chart (subscriber version), that would be constructive

Lots of Sell Signals Again From Friday’s Swing Trade Screen

Including 5 holdovers from last week, there are now 13 open picks on the list, all longs.

Nothing Has Happened Yet

From a time perspective, the 10-12 month cycle ideally should be in a top phase. But it surpassed its last cycle projection of 4440 so it is probably in trending mode. Both the 6 month cycle and the 13 week cycles appear to be trending.