Blog/Bonds

Peak in Bonds/Low in Interest Rates – Is it Time Yet?

If there was ever any question that this is a bond bubble with a 5,000-year low in interest rates, the final bit of insanity just took place. Italy managed to sell [...]

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Gold – Dollar – Bonds

QUESTION: Hi, I have two questions: a) do you believe US dollar has been kept artificially lower than it should be (or at least in long range trading range) by at [...]

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US Debt: Who is Really Selling & Who is Buying?

QUESTION: Marty; Since you wrote that central banks have been net sellers of US Treasuries for the first six months to support their currencies, others are jumping [...]

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Central Bank Intervention Against the Dollar

In the first six months of the year, the raw data has shown that several central banks have been selling US government bonds in an attempt to support their [...]

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Global Debt with Negative Rates Reaches $12 Trillion

QUESTION: Dear Mr. Armstrong, I am really confused regarding long-term interest rates – I had thought they were controlled by the markets – but it seems [...]

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The Bond Crisis & 2015.75

Some people have wrongly expected a crash in the long bonds. What has actually happened is that China and others have sold into the high, liquidating their long [...]

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Central Banks Selling U.S. Treasuries As Fight Over Debt Looms

Central banks have been dumping U.S. Treasury bonds because of the debt ceiling problem. The Tea Party will shut down funding if they have their way. This situation [...]

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The Age of Deflation & the Fed

It appears that many people are married to the idea that the Fed creates INFLATION by expanding the money supply. Sorry, it does not work that way. Others confuse [...]

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Alternative Bonds

I have received a lot of emails about how the gold bugs have now adopted the ECM date for the turn in gold and how governments are planning to roll out alternative [...]

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Yields Are Collapsing on Short-End

The amount of cash rushing around on the short-end is stunning. Yields are collapsing into negative territory, and this is the same flight to quality we began to [...]

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