Joining us now is Bill Smei. He's the chief investment officer at Sme Capital Management. Bill, it's great to see you again.Welcome. >> Hey, great to be with you. >> Jump in here.You can pick the housing piece first if there's anything in that last discussion that you know you wanted to chime in on. >> Well, I I I don't want to pick on your prior guest too much, but somebody once said if you put all the economists end to end, you'd never get anywhere. >> Understood.But where so do you come down as as in thi ...

Companies across the US and Europe are gearing up to sell a record amount of high-grade bonds in 2026, testing investors’ appetite as yields drift lower https://t.co/PtjJxOmUBx ...

Argentina wants to avoid selling bonds under New York law in January, Economy Minister Luis Caputo said on X, as anticipation for the country’s comeback to international debt markets continues to mount https://t.co/6My2H4FIKW ...

Uzbekistan is introducing new rules that allow companies to pursue dual listings and issue bonds denominated in foreign currencies https://t.co/SoRnCymAOJ ...

An offshore fund is buying about $6 billion of Colombian local bonds on Friday through a direct negotiation with the government https://t.co/5lLc7o7Ww3 ...

Oh baby - I wonder if these bonds are eligible collateral at the ECB? I bet yes, and now we have a great way to print money patriotically!!!!Ursula von der Leyen (@vonderleyen):We gathered today with a clear objective:to address Ukraine’s pressing financing needs.We delivered.90 billion euro for the next two years through EU borrowing on the capital markets ↓https://t.co/DPQcTkDPX8 ...

Germany unveiled plans to sell 20-year bonds, a niche maturity that has faced a mixed reception since being relaunched by the US Treasury https://t.co/q5tO9rZDRb ...

Money managers have sold a record amount of bonds backed by portfolios of leveraged loans this year, profiting from heavy demand from investors for higher-yielding loans funding buyouts in a form that offers extra protections. https://t.co/dnnBsAPoWa ...

Maryland officials anticipate issuing bonds to help finance the rebuilding of the Francis Scott Key Bridge, which collapsed in 2024 and disrupted a major economic gateway. https://t.co/QCLqiHMcqJ ...

Core Viewpoint - The article discusses the rationale behind holding bonds in an inflationary environment, questioning their value as an investment choice [1] Group 1: Inflation Impact on Bonds - Inflation diminishes the purchasing power of fixed income from bonds, leading to a potential loss in real returns [1] - The article suggests that in a high inflation scenario, the opportunity cost of holding bonds increases as other assets may provide better returns [1] Group 2: Alternative Investment Strategies - Investors are encouraged to consider alternative assets that may offer protection against inflation, such as equities or real assets [1] - The discussion highlights the importance of asset allocation in an inflationary context, advocating for a diversified portfolio to mitigate risks associated with bonds [1]