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Mark Hulbert: Bond Market Bullishness Is At A Record, A Worrying Sign

TedTed
in Off-Topic
FYI: Contrarians in the bond market aren’t simply walking for the exits — they’re sprinting.

That’s because bond bullishness today is higher than it’s even been — or at least since the 1980s, when I began monitoring the investment-newsletter industry. To bet on higher bond prices today, you in effect have to bet that this overwhelming consensus will get it right. That’s just the opposite of what contrarian analysis teaches us is most likely
Regards,
Ted
http://www.marketwatch.com/story/bond-market-bullishness-is-at-a-record-a-worrying-sign-2016-04-01/print

Comments

  • JunksterJunkster
    edited April 2016
    We will have to revisit this in a few more months. Reminds me of the beginning of 2014 when the 10 year was around 3% and not a bond bull to be found. It was a foregone conclusion yields on the 10 yield would break 3% and head towards 4% before 2015. If this is to play out the same it would be bad for Treasuries and munis and good for junk corporates and emerging markets.
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