John Jansen

Bond Trader: Thursday Wrap

Tony,

i do not know how they rank those who comment buy you are number one in my book

Bond Expert: Wednesday Outlook

maybe we can be a rapping bond duo!!!

Well done.

JJJ

Bond Expert: Tuesday Outlook

I cant do rhymes but I can string consonants together well!!!

Bond Expert: Monday Wrap

Thank you

Bond Expert: Thursday Outlook

I flunked proof reading. It is actually "rentier" class.

Basically those who earn a living by clipping coupons from bonds.

Bond Expert: Wednesday Outlook

Spreads will widen. Liquidity drove spreads tighter. The withdrawal of liquidity will widen spreads.


On Nov 04 11:51 AM Steve in TN wrote:

> When the FED does start to raise interest rates, I wonder how corporate
> bonds will fare in relation to treasuries?

Bond Expert: Wednesday Outlook

Great line. Thanks.

JJJ


On Nov 04 09:02 AM Tony Petroski wrote:

> "(I also apologize for what could be the longest sentence in the
> storied history of Across the Curve dot com.)"
>
> Speaking of long sentences, I'm reminded of Andre Charriet who was
> sentenced in the French court.
>
> Judge: (In French) "For the crime of murder I sentence you to life
> in prison."
>
> M. Charriet: "Your honor. In France, how long is life in prison?"
>
>
> (M. Charriet did 18 years and was paroled).

Bond Expert Friday Outlook

I cant think of anyone who could deliver a stirring oration.

Maybe the current President. Whatever you think of his politics he makes a helluva speech.


On Oct 23 10:40 AM Tony Petroski wrote:

> Where else can you get bond talk like this?
>
> From the article:
>
> " If the unemployment rate is at or near double digit levels, any
> move to raise rates would bring forth Barney Frank and those of his
> ilk with a 21st century version of the William Jennings Bryan “Cross
> of Gold” speech. It would give the faux populists of our time an
> opportunity to attack the Federal Reserve and a golden opportunity
> to challenge the independence of the Federal Reserve and suggest
> more political involvement in the setting of interest rate policy."
>
>
> Mr. Jensen. I would pay a large sum to be in the stadium during
> the modern "Cross of Gold" speech. We know Barney Frand won't be
> delivering it. Who?

Bond Expert: Monday Wrap

Much better. I had a case of writer's block, I guess.

On Oct 19 05:12 PM Tony Petroski wrote:

> "...the front end of the curve languishing as the long end lifted
> lightly?"

Bond Expert: Friday Wrap

The next line says:

The opposite outcome unfolded today as yields fell and the curve flattened

On Oct 16 06:18 PM User 498839 wrote:

> I am a rookie here, so help me out.
>
> I think that theme in the capital markets today was risk reduction
> and the outcome in the Treasury market reflects that. Over the course
> of this week bond yields rose and the yield curve steepened.
>
> If yields rose, that means prices fell, so people sold off bonds.
> How does that equate to risk reduction? Shouldn't that be embracing
> risk by pulling out of these safe securities?
>
> thanks!

Bernanke's Exit Strategy: Not Likely Any Time Soon

Tony,
I surrender my title as alliteration champion to you.

JJJ


On Oct 09 09:49 AM Tony Petroski wrote:

> One of the salient points to make here is that he began his discussion
> of exit strategies by noting that he and his colleagues believe that
> accommodative polices will be warranted for an extended period.<br/>
>
> Here is the exact quote:
>
> “My colleagues at the Federal Reserve and I believe that accommodative
> policies will likely be warranted for an extended period.”
>
> Very droll Mr. Jansen.
>
> This would have been better: "Chairman Bernanke presented pedestrian
> and pedantic proposals pending the pricing pens producing a pop."

Analyzing Treasury Auction Results

In re indirect bidding:

acrossthecurve.com/?p=...

Bond Expert: Wednesday Outlook

thank you.

Bond Expert: Friday Wrap

whidbey,

Thank you.

JJJ

Bond Expert: Wednesday Wrap

Tony,

I type it on WordPress and that came from the spell check.