Australian government bond yields are under four per cent, and headed in the complete opposite direction of bond yields in Europe.
There are two important aspects to this story…
November 28th, 2011 | Dan Denning | 0 comments | ContinuedAll Posts Tagged With: "corporate bonds"
Australia’s Banks Have to Compete in That Global Capital Market
“The quality of banks’ housing loan portfolios has proven to be very high by international standards, notwithstanding a modest increase in loan arrears. There has been a more significant deterioration in the quality of banks’ business loan portfolios, particularly for commercial property, and this remains an area to watch closely in the period ahead. Nonetheless, recent indications are that banks’ overall loan losses may have peaked…
March 26th, 2010 | Dan Denning | 7 comments | Continued
The Investor in Indian Bonds has Ben Bernanke on His Side
Stocks rose again yesterday – largely on the good feelings inspired by Ben Bernanke. The US Fed chief let it be known that if the economy slips back into a slump it won’t be his fault.
March 22nd, 2010 | Bill Bonner | 0 comments | Continued
Attack of the Bond Yields
Just to be clear though, the big trends now are soaring inflation and falling financial asset prices, along with increased energy scarcity. This produces a variety of pair trades, which include: short government bonds, long energy, short residential housing, long gold, and probably short commercial real estate and corporate bonds as well, while going long farmland and agriculture.
June 11th, 2009 | Dan Denning | 4 comments | Continued
Stress Testing the Banks
Last week we repeated John Robb’s idea that while the regulators are stress testing the banks (something the market has already done, if you look at the price of bank stocks) the regulators themselves are being stress tested. Or, more to the point, if GM and Citibank and AIG are failing because they are too large, complex, and poorly managed, then what about even larger organisations with even poorer structural finances like, say, the United States government?
March 10th, 2009 | Dan Denning | 0 comments | Continued
