The long end of the curve is very cheap. We are maintaining our long duration position in Treasuries.
Durable goods order tends to be a more prominent leading indicator. I expect a weaker number, so I am bullish on Treasuries.
These are attractive levels to get back into the market, and we are anticipating a good performance ahead of us. We plan to gradually accumulate Treasury positions.
One more rate increase may be enough for the U.S. economy.
The U.S. Treasury market will outperform their European counterparts. The yield spread is making Treasuries more attractive.
We are seeing some bottom-fishing going on as some investors take advantage of yields at these levels to buy. Yields are heading south.
The housing sector is still weakening and it is a cause of concern for investors. I am keeping my long duration on Treasuries.
Home prices are moderating, inventories are rising and affordability is heading south. The market will slow down even more by mid-year. There's a chance we will accumulate our holdings.
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