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Treasuries slip as market struggles to absorb supply

Treasuries slip as market struggles to absorb supply

Update July 12. The yield on 10-year Treasuries rose to 1.52%, the highest level this month (and prices fell). Last week the yield on the 10-year Treasury hit a record low of 1.318%. The climb in Treasury yields is likely to be temporary, in my opinion. The market is...

Sell Branco Bradesco (BBD)

This is a very tough call. If I owned more than one Brazilian bank stock, I might not sell Banco Bradesco (BBD) out of Jubak’s Picks today—but I don’t. If I had less exposure to Brazilian stocks in my Jubak’s Picks portfolio, I might not sell Banco Bradesco—but I own...

Higher interest rates, lower bond prices–it's a new world

It’s a bond rout. On December 8, prices for U.S. Treasuries plunged and yields on the benchmark 10-year U.S. Treasury hit a six-month high of 3.33%. That’s a full percentage point higher than the October low. And it’s a shocking 0.76 percentage points above the yield...