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http://www.cnbc.com/id/102022287
The divergence in play for much of this year is a theme likely to dominate in the days and months ahead.
The market is grappling with the Federal Reserve and prospects of higher interest rates along with weak growth globally, or, as Cameron Hinds, regional chief investment officer at Wells Fargo Private Bank, put it, "Two negative arguments off of two different themes."
Last week, the Federal Open Market Committee repeated a pledge to hold interest rates near zero for a "considerable time" once the Fed is done with its asset-purchase program next month. The central bank also hiked its median estimate for the federal funds rate at the end of next year to 1.375 percent versus 1.125 percent in June.
"Bonds are saying they don't believe Fed will raise as quickly as what they (FOMC members) are saying," Hinds said.
Read More › The market's next Fed fear: The exit strategy
"The bond and equity markets are in somewhat of a tug of war, with both signaling different market views as to when rate rises could occur," said Peter Cardillo, chief market economist at Rockwell Global Capital.
The divergence trend is conspicuous in both markets and economies, with strength in the U.S. and U.K. standing in contrast to softer growth in Europe, and central bank policies on markedly differing courses as a result. |
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发表于 2014-9-23 21:21
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发表于 2014-9-23 21:47
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