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Writer's pictureLester Davids

SECTOR BREADTH Utilities & Real Estate Re-Emerge On Lower Bond Yields

Wednesday 27 November 2024 (Time: 15h21)

  • Utilities & Real Estate re-emerging (sector ration)

  • The reason? As always, lower bond yields


 

Previous Post: US 10-YEAR YIELD Strong Buying In Bonds (As Per The Model)

Monday 25 November 2024 (Time: 20h07 S/A Time, U.S. Trading Session)


  • Yields down sharply this evening, as per the model reading.

  • A reminder: Bond Yields Down means that buyers are stepping in (higher yields means that bonds are being sold).



 

Previous Post: US 10-YEAR BOND YIELD Buyers Starting To Emerge - Updated Comments

Tuesday 19 November 2024

  • I thought this view from HSBC's Steven Major on Bloomberg yesterday was interesting. He's one of the most informed fixed income investors in the world.

  • Okay, you can now accuse you me of some confirmation bias :) but check out of the reading on my model (scroll down...) ...remember, yields down = prices up.



 

Thursday 31 October 2024

Time Published: 12h58

Consider TLT (long) for exposure/to express a view.


  • Potential for a bearish reversal i.e. bond buyers starting to enter.



Lester Davids

Analyst: Unum Capital

 

THE SUM OF THE CHARTS (MONDAY 18 NOVEMBER 2024) A comprehensive report (PDF format), providing valuable insights for traders looking to capitalize on opportunities as well as manage risk. Clients of Unum Capital can access the report by sending a email to lester@unum.co.za


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