Bonds Tag

Stock/Bond Ratio Back at 2007 Peak

31 Mar, by Bryce Coward, CFA in Markets

As 1Q17 finishes with a gain in the books, the stock to bond performance ratio has also broken to a new cycle high, elevating to levels not seen since mid-2007. Our measure of the stock to bond ratio measures the total return of the S&P 500...

Is the Snap Back in Rates Really that Surprising?

16 Mar, by Bryce Coward, CFA in Economy, Markets

The post-Fed action in the bond market yesterday was impressive, yet left some begging for answers. If the Fed raised short rates yesterday and reiterated its plans for the subsequent five rate increases through 2018, shouldn't the long-end be selling off? If it were only...