Search Results for: government

2-Year Government Bond Yield Moves in Selected Countries Bond traders expect monetary policy to tighten. Image: Deutsche Bank

China Credit Impulse and U.S. Generic Government 10-Year Yield (Leading Indicator) China’s credit impulse tends to lead the U.S. 10-year bond yield by 12 months. Is it time to buy long-dated bonds? Image: Nordea and Macrobond

Relative Performance of Government Exposed Companies vs. S&P 400 around Debt Limit Deadlines Is a U.S. government shutdown imminent? Goldman Sachs doesn’t expect a government shutdown in October 2021. Image: Goldman Sachs Global Investment Research

S&P 500 Returns Around Government Shutdowns Historically, U.S. government shutdowns have not significantly affected the U.S. stock market. Image: Goldman Sachs Global Investment Research

Equity Risk Premium – 12-Month Forward Earnings Yield Minus Real 10-Year Government Bond Yield The Equity Risk Premium has increased over the last few months. Image: BCA Research

China 10-Year Government Bond Yield and USD/CNY (Leading Indicator) China 10-year government bond yield tends to lead USD/CNY by 3 months. Image: Alpine Macro

Real Yield – 10-Year Government Bonds The relationship between global real yields has been limited in recent years. Image: Morgan Stanley Wealth Management

Government Bond (7-10 Year) Total Return in US$ Since 2008 Will Chinese bonds continue to outperform? Image: Gavekal, Macrobond

Real Yield – Five-Year Government Bonds, U.S. and Germany Real rate convergence helps explain the weakness of the U.S. dollar. Image: Morgan Stanley Wealth Management

Long-Term U.S. Government Bond Quarterly Total Returns With low interest rates and inflation on the horizon, is Warren Buffett right to be bearish on bonds? Image: Financial Times