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- FOMC announces revised tentative 2012 meeting schedule and tentative 2013 meeting schedule May 16, 2012FOMC announces revised tentative 2012 meeting schedule and tentative 2013 meeting schedule […]
- Minutes of the Federal Open Market Committee, April 24-25, 2012 May 16, 2012
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Treasury Archive
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Weekly Market Commentary & Developments by First Trust Advisors
Posted on April 4, 2011 | No CommentsUS stocks pushed higher for the week, along the way closing out another positive quarter and starting off a new one on a winning note. The week’s most anticipated event was the Friday monthly payrolls report and it did not disappoint investors. -
Skunked by Bill Gross, PIMCO
Posted on March 31, 2011 | No CommentsMedicare, Medicaid and Social Security now account for 44% of total federal spending and are steadily rising. Previous Congresses (and Administrations) have relied on the assumption that we can grow our way out of this onerous debt burden. Unless entitlements are substantially reformed, the U.S. will likely default on its debt; not in conventional ways, but via inflation, currency devaluation and low to negative real interest rates. -
Floating-Rate Loans Versus TIPS in a Rising Rate Environment by Lord Abbett
Posted on March 28, 2011 | No CommentsYields on 10-year Treasury bonds have risen sharply since they slipped below 2.4% in October 2010, hovering around 3.35% in recent trading. By historical standards, yields remain low, but with the economy continuing to improve and inflation concerns looming, they could return to normal levels or higher. In an environment such as this, bonds can face stiff headwinds. -
The Uncertainty of Life After QE2 by Rick Rieder
Posted on March 27, 2011 | No CommentsData continues to point to a transition from stimulus-driven recovery to real consumption-driven expansion, with employment clearly improving. However, transmission of inflation through higher food and energy prices has gotten the attention of the Fed and heightens policy challenges surrounding the scheduled June 30 end to QE2. We continue to favor shorter duration, higher-yielding sectors, but are wary of the market volatility the end of QE2 will create, and are focused on risk management. -
Morgan Stanley Global Economic Forum March 22, 2011
Posted on March 23, 2011 | No CommentsIn This Issue: United States: Review and Preview, Peru: Rising Risk of Overheating, Chile: Staying Ahead of the Curve -
Ultra-Long Treasury Bonds: Examining the Potential Risks and Benefits
Posted on March 14, 2011 | No CommentsDuring its most recent Quarterly Refunding, the United States Treasury Department met with the private sector members of the Treasury Borrowing Advisory Committee (TBAC) to discuss longer term issues related to the management of the Federal debt. Among several topics considered by the group was the possible issuance by Treasury of extremely long term bonds with maturities greater than the current 30-year long bond. Maturities of 40, 50 and even 100 years were proposed as vehicles for meeting currently un-served demand from long term investors such as pension funds and insurance companies.
