Search Results for: bond

Ownership of U.S. Corporate Bonds Around 28% of U.S. corporate bonds are held by non-U.S. investors. Image: BofA

Flows for the Broad U.S. Asset Classes: Bonds and Stocks This week, inflows into bonds and outflows out of stocks (U.S. domiciled funds only). Image: BofA Global Research

U.S. Corporate High Yield Bond Spreads A breakthrough in the 200-day moving average has historically been bullish for high yield. Image: Morgan Stanley Wealth Management

Aggregated 15 DM Country Average Bond and Equity Percentile Valuations As the chart suggests, this is the most expensive time to buy stocks and bonds. Image: Deutsche Bank

Quantitative Easing (QE) and Bond Yields Bond yields tend to move higher after QE starts. So far, however, QE seems to have a different effect on the bond market. Image: J.P. Morgan

Correlation – MSCI U.S. Tech Relative vs. U.S. 10-Year Bond Yield This chart suggests the good correlation between tech relative and U.S. 10-year bond yields (inverted). Image: J.P. Morgan

% of Tech Outperformance Explained by Bond Yields Chart suggesting that falling bond yields lead to tech outperformance more than ever. Image: BofA Research Investment Committee

U.S. 10-Year Government Bond Total Return vs. Price of Lumber The surge in lumber prices suggests downside risk for bond prices. Image: BCA Research

Secular Bull Market – Dow Jones Industrial Average and 30-Year Bond Cycles Chart suggesting a “new” secular bull market underway with the potential to last until 2034. Image: Fundstrat Global Advisors, LLC

Performance – Gold and Bonds Beat Stocks Will gold and bonds continue to outperform equities? Image: Bloomberg