Edward Al-Hussainy | Source | Senior Interest Rate & Currency Analyst at Columbia Threadneedle Investments
Edward Al-Hussainy
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The case for a 50 basis points cut in July is very strong, but there isn’t a strong base for it on the FOMC. Even on the more dovish side of the spectrum, the voices have been lukewarm.
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As the Fed and the European Central Bank spell out their plans to support growth and lower interest rates, it could increase demand for Treasurys and other sovereign debt with positive yields as investors adopt yield-chasing behavior.
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The Fed no longer has an appetite for tightening rates above" a level that would slow the economy. That signal is quite strong right now and lowers the ceiling for 10-year yields.
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Interest rates now: Who benefits as they drift lower
With the Fed taking further rate hikes off the table for a while, borrowers, homebuyers and investors stand to gain
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Edward Al-Hussainy | Columbia Threadneedle Investments US
Senior Interest Rate and Currency Analyst
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10-Year Treasury Yield Falls Below 2%, Defying Expectations
Yields that have hit multiyear lows reflect the difficulties central bankers face in normalizing monetary policy after a decade of unusually easy money.
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Columbia Threadneedle Investments (http://www.columbiathreadneedle.com/)
Senior Interest Rate & Currency Analyst