Wednesday links: yield curve dynamics

27Sep06

With the reduction in bond yield volatility the stock-bond relationship seems to have faded as topic of discussion. In today’s linkfest we have a few items on the bond market.

Justin Lahart in the Wall Street Journal looks at who is right on the economy – a buoyant stock market or a rallying bond market.

Ticker Sense examines the overbought state of the long bond market.

David Andrew Taylor at dismally.com on how higher consumption could make the bond market rue its recent rally.

Bill Gross at PIMCO has his October commentary up and continues to look for lower rates.

Tao Wu at the Dallas Fed has a piece on the role that globalization has played on interest rates and the yield curve and how that might change the conduct of monetary policy. (via Economist’s View)

Chad Brand at the Peridot Capitalist on the overuse of the phrase the “housing bubble.”

Ticker Sense has a look back at how the Dow’s components have performed since the last all-time high.

Jeff Miller at A Dash of Insight has a more constructive take on the topic of CNBC ads.

Brett Steenbarger at TraderFeed on the importance of divesting the emotional grip of inevitable market losses.

All About Alpha highlights a paper that looks to “debunk” some active management myths.

Roger Ehrenberg at Information Arbitrage is really excited by a technological advance for the EDGAR database.

On the Canadian front, Heather Scofield in the Globe & Mail reports on the country’s drop in competitiveness. (via DealBreaker.com)

The Stalwart pulls together a number of threads on the importance of having a way to deal with the randomness life throws at us all.

David Leonhardt at the New York Times on how we really should be looking at rising health care costs.

Back on the Apple Computer (APPL) beat. Andy Mukherjee at Bloomberg.com on the symbiotic relationship between Asian prosperity and iPod wearing Western consumers.

Jon Markman at MSN Money on why, despite the hype, Apple could still be a good investment choice.

David Pogue throws some cold water on the iPhone rumors and notes the long history of incorrect Apple rumors.

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