Daily Archives: Sep 26, 2019 at 07:01 am EDT

Wary Investor Sentiment Continues To Favor Long Bonds In 2019

What’s keeping long-dated bonds at the head of this year’s performance ledger for fixed-income markets? Recession worries still top the list, although nervous investors can point to this week’s renewed prospects for impeaching Trump as a factor, too. Whatever the driver, year-to-date returns for bonds continue to show that long maturities are running well ahead of the rest of the field, based on a set of ETFs that span the US fixed-income markets.

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Macro Briefing | 26 September 2019

Summary of Trump’s call to Ukraine president fuels impeachment debate: The Hill
A China trade deal may be near, says Trump: Reuters
Iranian President: talks with US contingent on ending sanctions: WSJ
UK Prime Minister Johnson’s remarks spark furor in Parliament: Bloomberg
Is the US stock market betting on a rally if Trump is impeached? CNBC
New home sales in the US rebounded in Aug, close to post-recession high: CNBC