I want to start off with the question I think a lot of people are trying to figure out if uh if or where we should look for reaction in the bond market. Uh we have Bill Leaf from Milk and on as I just mentioned he said the long end of the curve is where he expects to see some type of reaction again if it's a prolonged shutdown. Do you agree with that thesis.You know I would say the long end uh is cheap on any metric because there's been concerns around the deficit the sell America trade after liberation day ...

As Chilean Treasury dollar bonds trade around their lowest spread to the US counterparts since 2007, fixed-income investors are turning to corporate bonds https://t.co/ruB5ef6J92 ...

Investors in US corporate bonds are earning so much money from their interest payments and reinvesting it so quickly that companies can’t keep up with the demand https://t.co/A5u5lAtD9W ...

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Investors who rotated into floating-rate or ultra-short bond funds in recent years did so for good reason. Yields at the short end of the curve topped five percent while longer-duration bonds saw sharp price losses asJoseph Jones, professor at The University of Southern Mississippi, has over fifteen years of experience studying the market. He focuses on portfolio construction from a dividend growth investor's perspective. The insights expressed in his research are solely his own; they do not represent the v ...

Financial Disclosure & Investment Activities - Federal officials, including the president, are required to report purchases of certain asset types such as bonds and stocks [1][2] - The disclosure included over 690 transactions starting the day after inauguration, indicating significant investment activity [6][9] - The report is a snapshot and doesn't show the evolution of holdings over time [8] - The disclosure primarily shows purchases, suggesting a buy-and-hold strategy rather than frequent trading [9] Trump's Business Empire & Income - Trump's business empire, including properties like Mara Lago and golf resorts, likely generates substantial income [5][6] - Trump Media and Technology Group, including Truth Social and crypto ventures, is a significant part of his net wealth [5][7] - Business ventures, including promoting golf courses, indicate financial success during Trump's second term [7] Asset Allocation - The disclosure reveals purchases of corporate bonds, which were not prominent in his first term [3][4] - He held municipal bonds when he ran for president the third time [4]

Are you looking for steady income without having to deal with volatility and market swings? Then you may want to consider corporate bonds for your portfolio. https://t.co/mdD31kz89M ...

Bond Market Overview - Investors should always consider bonds for income, capital preservation, and diversification, regardless of the interest rate environment [5][6][7] - The yield curve, typically referring to Treasury bonds, reflects inflation and growth expectations, and its shape signals future economic conditions [8][9] - An inverted yield curve, where long-term rates are lower than short-term rates, often anticipates Federal Reserve rate cuts due to declining inflation or a weakening labor market [13][14] Investment Strategies & Considerations - Reinvestment risk arises when short-term investments mature and proceeds must be reinvested at lower rates, potentially decreasing income [15][16][17] - Mortgage rates are based on expectations for the next 10-30 years, not solely on current Federal Reserve actions [20] - Investment-grade corporate bonds (rated BBB or above) offer low to moderate risk with average yields around 45%-5%, making them attractive compared to 2010-2022 levels [25][26][28] - High-yield or junk bonds (rated BB or below) are riskier due to higher debt and volatile cash flows, and the current compensation for this risk is relatively low [26][27] Federal Reserve & Monetary Policy - The 1951 Fed Treasury Accord established Federal Reserve independence, separating monetary policy from government spending [2][3][38][39][40] - Fed independence is crucial to avoid using monetary policy for short-term political gains, which could lead to higher inflation, long-term interest rates, and a weaker dollar [41][43] - Quantitative easing (QE), where the Fed buys long-term securities, and yield curve control, where the Fed targets longer-term rates, could undermine Fed independence if used to lower government interest expenses rather than address emergencies [47][48][49][50] Mortgage Rate Strategies - Adjustable-rate mortgages (ARMs) may be favored in a Fed rate-cutting environment, as they are more closely tied to short-term interest rates [55][57] - Potential homebuyers should temper expectations, as mortgage rates may not fall as much as the Fed funds rate, and a return to 3%-4% mortgage rates is unlikely [59][60][61]

Corporate Bonds Basics - Corporate bonds offer a way to diversify investment portfolios [1] - The report highlights the mechanics of corporate bonds, including their risks and rewards [1] Trading Corporate Bonds - The report provides guidance on how to buy and sell corporate bonds effortlessly [1]