Investor safe haven or bubble about to burst?

Posted by & filed under Economic Analysis, Financial analysis.

Description:  Corporate bonds have been on a tear since the market collapse of 2008, as investors sought refuge from a tumultuous stock market. Source:  CNNMoney.com   Date: 10/08/2010 Link: http://money.cnn.com/2010/10/08/markets/bondcenter/corporate_bonds/index.htm Questions for discussion:  Summarize the analysis presented in the article? Do you agree with the opinions presented? How would you approach investing in bonds?

I.M.F. Doesn’t Press China on Currency

Posted by & filed under Economic Analysis, Governments & Regulators.

Description: The world’s financial leaders failed on Saturday to reach agreement on how to contain an escalating currency dispute that has threatened to undermine global cooperation on economic recovery. Source: NYTimes.com   Date: 10/09/2010 Link: http://www.nytimes.com/2010/10/10/business/global/10imf.html?_r=1&ref=business Questions for discussion: Summarize the situation and the concerns over currencies. What role should be played by the IMF… Read more »

Why gold, stocks and bonds are all rising

Posted by & filed under Economic Analysis.

Description: Gold, stocks and bonds rising together reflect the barbell approach investors are taking, Wells Capital Management’s Gary Schlossberg tells Laura Mandaro. Source:  Marketwatch.com – video report    Date: 09/30/2010 Link: http://www.marketwatch.com/video/asset/why-gold-stocks-and-bonds-are-all-rising/87C37AA9-B47A-472E-851D-7F429D9E95CD Questions for discussion: Summarize the analysis presented? What is your read of the current price movements in the markets? What is your economic forecast… Read more »

Time for a Debt Haircut

Posted by & filed under Economic Analysis, Financial Planning.

Description:  Ireland is struggling to cover its bank debt and U.S. homeowners are wheezing, too. Peter Coy says the next step should be debt writedowns. Source:  Businessweek.com   Date: 09/30/2010 Link: http://www.businessweek.com/magazine/content/10_41/b4198005675038.htm Questions for discussion:  Summarize the economic and financial analysis presented in the article? Do you agree with the notion that debt will have… Read more »

China Will Buy Greek Bonds, Support Shipping Industry, Wen Says in Athens

Posted by & filed under Economic Analysis, Governments & Regulators.

Description:  “From the outbreak of the sovereign debt crisis in certain European countries at the start of this year I have repeatedly voiced China’s support of measures adopted by the European Union and International Monetary Fund,” said Wen, who began a tour of European capitals in Greece yesterday. “China supports a steady euro and it… Read more »

News Hub: Blue-Chip Borrowers Issue Debt in Droves

Posted by & filed under Market Analysis.

Description:  Mark Gongloff discusses the recent eagerness of blue-chip companies to issue fresh debt, and the eagerness of investors to buy it. Source: Marketwatch.com  – video report   Date: 09/09/2010 Link: http://www.marketwatch.com/video/asset/news-hub-blue-chip-borrowers-issue-debt-in-droves/5857959B-668B-40AD-A5D5-16723605B3B2 Questions for discussion: Why are these firms selling bonds? If these analysts are right about financial management thinking at these firms, what should… Read more »

Sanofi Said to Get $10 Billion Loans for Genzyme Bid

Posted by & filed under Company Analysis.

Description: Sanofi-Aventis SA, France’s largest drugmaker, got about $10 billion of underwritten loans to back its bid for U.S. biotechnology company Genzyme Corp., two people familiar with the situation said . Source: Bloomberg.com   Date: 09/10/2010 Link: http://www.bloomberg.com/news/2010-09-10/sanofi-said-to-get-10-billion-loans-for-genzyme-bid.html Questions for discussion: What does this report have to say about the financial state of some European… Read more »

Treasury 10-Year Notes Decline, Yield Curve Steepens on Increase in Jobs

Posted by & filed under Economic Analysis, Governments & Regulators.

Description:  Treasury 10-year notes and 30-year bonds dropped for a second week for the first time since April as a bigger-than-forecast gain in company payrolls eased concern the U.S. economy was falling into another recession. Source: Bloomberg.com   Date: 09/04/2010 Link: http://www.bloomberg.com/news/2010-09-04/treasury-10-year-notes-decline-yield-curve-steepens-on-increase-in-jobs.html Questions for discussion: Summarize the arguments that attempt to explain the meaning of… Read more »

Treasury Two-Year Yields Increase Most Since April After Bernanke Speech

Posted by & filed under Economic Analysis, Governments & Regulators.

Description: Treasuries dropped, pushing two-year note yields up the most since April, after remarks from Federal Reserve Chairman Ben S. Bernanke tempered speculation that the central bank will step up debt buying. Source:  Bloomberg.com Date: 08/28/2010 Link:  http://www.bloomberg.com/news/2010-08-28/treasury-two-year-yields-increase-most-since-april-after-bernanke-speech.html   Questions for discussion: Summarize the recent activity in treasuries and the bond market. What do you… Read more »

Bond rally reflects gloom – but don’t bet on it lasting

Posted by & filed under Economic Analysis.

Description: As benchmark yields fall to April ’09 lows, some see second-half rebound. The recent steep rally in U.S. Treasury bonds, helped by investor jitters over European debt and weakening U.S. economic data, isn’t likely to last, say some bond investors and strategists. Source:  Marketwatch.com Date: 07/02/2010 Link: http://www.marketwatch.com/story/bond-rally-reflects-gloom-dont-bet-on-it-lasting-2010-07-02   Questions for discussion: Summarize the… Read more »