DoubleLine’s Post

Where to put cash to work? When comparing certificates of deposit with bond funds, it's important to factor in whether CD rates have peaked amid inflation. Check out our latest thought leadership and share with clients. https://lnkd.in/eQMsAx8e #Bonds #Inflation

Where to put cash to work? When comparing certificates of deposit with bond funds, it's important to factor in whether CD rates have peaked amid inflation. Check out our latest thought leadership and share with clients. https://lnkd.in/eJw7Gt2P #Bonds #Inflation

The Rupee and government bonds are set to react to developments surrounding US inflation figures and evolving perceptions regarding potential Federal Reserve rate adjustments. The inflation indicators will also play a crucial role in shaping bond market sentiments. #RepublicBusiness #Rupee #Bonds Read more: https://lnkd.in/gBkJqCYa

Where to put cash to work? When comparing certificates of deposit with bond funds, it's important to factor in whether CD rates have peaked amid inflation. Check out our latest thought leadership and share with clients. https://lnkd.in/eRdx-usN #Bonds #Inflation

There remains a risk that the #fed cuts rates not because #inflation is contained, but because the #economy weakens, or serious developments dictate action. With credit spreads in the riskiest areas of the #bond market still well under long-term historical averages, this could spell trouble for bonds with more #creditrisk. Read JB Golden, CFA's latest viewpoints article: https://lnkd.in/eeWbhKEa

Our Weekly Beacon is now available! Topics discussed: #bonds #investing #markets #dividends #sharerepurchases #interstrates #inflation #bankofcanada #boc Read it here: https://lnkd.in/e3cZCuw7

FED Rate cut : The US government pays out on an average $3bn in interest expenses per day...If the Fed cuts interest rates by 1%-point and the entire yield curve declines by 1%-point, then daily interest expenses will decline from $3bn per day to $2.5bn per day..US Govt would be the big beneficiary of rate cuts .. #FED #ratecuts #yield #bonds #US #macros

RBI to Face Problem of Plenty: Prepare for Bond Sales #FixedIncome #DebtMarket #Bonds #NCDS #Debentures #RateCut #Inflation #LKPSecurities Today's ET

Trade D’ Jour in Euribor options – Despite the days sell off there were some determine call buyers in June again (a few posts back I noted one investor certain that 4% is the limit for rates and sold puts there to buy upside) Today’s print: ~40,000 ERM4 96.75/97.00 cs for 2.5 ticks 9 Delta With ECB meetings to come in Mar, Apr, Jun and July cuts would need to come thick and fast! #markets #options

Bond Market 101: a useful way to think about bond yields by Alfonso Peccatiello. Nominal #bond #yields can be thought of as the interaction between: 1️⃣ Growth expectations 2️⃣ Inflation expectations 3️⃣ Term premium