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Global Bonds

Jun 06 2013

Global Yield Curve Confirms “Muddle Through” View

  • Jun 6, 2013

The global yield curve is in a sideways range bound pattern, indicating anemic demand for credit. An examination of developed and emerging countries confirms our “muddle through” view.

Feb 01 1989

View from the North Country

  • Feb 1, 1989

The Investment Case for New Zealand Special Study...BenchMarks Is (Finally) Coming...Social Security or Insecurity...Golden Fleece Awards...Copper Traders Anonymous

Jun 01 1987

View from the North Country

  • Jun 1, 1987

Doing the MTA and FAF conferences in May....The polite nods and smiles are waning as the Japanese come to increasingly believe they are scapegoats for America’s economic woes...Even though we think the currency play in the Australian dollar may be played out for a while, the high yields in themselves are very attractive. All in all, we find Aussie bonds to be a comfortable investment area these days.