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Long-term Treasury yields accelerate their move to the upside in the days following the Fed's...

Long-term Treasury yields accelerate their move to the upside in the days following the Fed's open-ended promise to spend $45B/month keeping a lid on them. The 10-year yield is 20 basis points higher in December to 1.80%. TLT -0.7% today and now lower YTD.
Comments (28)
  • And the reason for the purchases was to lower rates!

     

    Interesting perhaps the market is front-running the dumb buyer.
    18 Dec 2012, 12:12 PM Reply Like
  • Bens not happy rates are going up. No wonder gold and silver are getting hit !!!
    18 Dec 2012, 12:52 PM Reply Like
  • Interesting....i unfortunately did not need your reminder that GLD and SLV are tanking :( Just keep printing money ; its a long race.
    18 Dec 2012, 03:10 PM Reply Like
  • TFCAB

     

    Well maybe you better look at the prospectus of SLV then....Think they have all that silver? wrong....

     

    "The two ETF's that I follow are the GLD and SLV. You must be very careful in trading these vehicles as these funds do not have any beneficial gold or silver behind them. They probably have only paper claims and when the dust settles, on a collapse, there will be countless class action lawsuits trying to recover your lost investment.
    There is now evidence that the GLD and SLV are paper settling on the comex."

     

    From Harveys Organs web page posted daily!!
    18 Dec 2012, 08:46 PM Reply Like
  • Have you guys considered the possibility that China is dumping treasuries and the US is retaliating by dumping gold?
    18 Dec 2012, 08:48 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yeild of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yeild of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yeild of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yeild of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yeild of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yeild of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yield of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yield of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yield of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yield of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yield of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yield of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yield of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yield of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yield of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yield of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yield of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yield of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yield of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yield of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • people are trying to second guess the FED and expect the unemployment to reign in with in FED,s limit and expect the rates to go up some time in 2015, so don't want to lock in high rates for long term bonds, so the yield of long term bonds is getting high.
    But that is what fed intends to do, so its really a cat and mouse game happening here.....
    18 Dec 2012, 06:09 PM Reply Like
  • Here is one way to take advantage of the situation if this move continues:

     

    http://bit.ly/VIfvY1
    18 Dec 2012, 10:51 PM Reply Like
  • Bonds are rising because the bond bubble is finally over. There are many reasons for this and the trigger is this month. As far as gold and silver are concerned, this whole idea that they follow inflation is ridiculous. They are risk off assets. They are higher correlated with Treasuries than anything else on the markets. So when inflation goes up gold is going to get pummeled. Think in terms of market dynamics, not quasi-fundamental nonsense that has been significantly discounted in the markets based on a theory that may have been true 35 years ago.
    19 Dec 2012, 12:57 AM Reply Like
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