We are going to see recovery in Europe and Japan, and that will make investment in those other countries more attractive and make for a weaker dollar.
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.
We are seeing some bottom-fishing going on as some investors take advantage of yields at these levels to buy. Yields are heading south.
We are still keeping our bullish view on Treasuries. We expect to see Treasury yields peak soon.
We should accept a weaker housing market is ahead of us and that is going to hurt consumption.
One more rate increase may be enough for the U.S. economy.
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.
The U.S. Treasury market will outperform their European counterparts. The yield spread is making Treasuries more attractive.
The weakness in the housing market is going to prevail, and that is a harbinger of things to come for the rest of the economy. I bought Treasuries yesterday and plan to buy some more in the new year.
The housing sector is still weakening and it is a cause of concern for investors. I am keeping my long duration on Treasuries.
