Durable goods order tends to be a more prominent leading indicator. I expect a weaker number, so I am bullish on Treasuries. |
Durable goods orders tend to be a more prominent leading indicator. I expect a weaker number, so I am bullish on Treasuries. |
Home prices are moderating, inventories are rising and affordability is heading south. The market will slow down even more by mid-year. There's a chance we will accumulate our holdings. |
I'm planning to accumulate more Treasuries. Higher oil prices are going to depress consumption. It's a kind of a tax increase for consumers. |
One more rate increase may be enough for the U.S. economy. |
The housing sector is still weakening and it is a cause of concern for investors. I am keeping my long duration on Treasuries. |
The long end of the curve is very cheap. We are maintaining our long duration position in Treasuries. |
The U.S. Treasury market will outperform their European counterparts. The yield spread is making Treasuries more attractive. |
The weakness in the housing market is going to prevail, and that is a harbinger of things to come for the rest of the economy. I bought Treasuries yesterday and plan to buy some more in the new year. |
These are attractive levels to get back into the market, and we are anticipating a good performance ahead of us. We plan to gradually accumulate Treasury positions. |
We are going to see recovery in Europe and Japan, and that will make investment in those other countries more attractive and make for a weaker dollar. |
We are seeing some bottom-fishing going on as some investors take advantage of yields at these levels to buy. Yields are heading south. |
We are still keeping our bullish view on Treasuries. We expect to see Treasury yields peak soon. |
We should accept a weaker housing market is ahead of us and that is going to hurt consumption. |