Wes Goodman
Bloomberg
Singapore
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Past articles by Wes:
From Hedge Funds to SocGen, Doubts Remain on More Aggressive Fed
The Federal Reserve may be signaling an increasing chance of four interest-rate hikes this year, but plenty of doubters remain. → Read More
Morgan Stanley Takes on Goldman, Buffett With Bullish Bond Call
Morgan Stanley says it’s time to get bullish on bonds -- even as Goldman Sachs Group Inc. and Warren Buffett issue warnings. → Read More
Morgan Stanley Takes on Goldman, Buffett With Bullish Bond Call
Morgan Stanley says it’s time to get bullish on bonds -- even as Goldman Sachs Group Inc. and Warren Buffett issue warnings. → Read More
Morgan Stanley Counters Bill Gross Over Bond Bear Market Call
Morgan Stanley countered Bill Gross’s call that Treasuries are in a bear market. → Read More
Morgan Stanley Counters Bill Gross Over Bond Bear Market Call
“Don’t worry, Treasuries continue to offer value,” Morgan Stanley strategists Matthew Hornbach and Guneet Dhingra in New York wrote in a note Thursday. → Read More
Missiles Over Japan Highlight Gold Beating Yen as Haven: Chart
Gold looks to be overtaking the yen as a favored haven, and North Korea’s missile launches look to be reinforcing that trend by spurring investors to seek alternatives to the Japanese currency in times of trouble. Tuesday’s provocation from Pyongyang saw gold rise more than the yen on the early panic, and when calm returned to markets, the barbarous relic’s 0.1 percent loss on the day looked… → Read More
Fed Taper Plan Brings Risk to Mortgage Debt Unseen in Treasuries
For all the talk that Janet Yellen’s plan to shrink the Federal Reserve’s balance sheet will hurt Treasuries, U.S. mortgage bonds face a bigger test. → Read More
Bond Market Volatility Drops to Taper-Tantrum Lows as Fed Meets
Volatility in parts of the bond market is getting so low that some investors are taking it as a warning sign. → Read More
Pimco Joins in Warning U.S. Yields Risk Breaking 2% Threshold
Pimco’s Dan Ivascyn is the latest in a small but growing group of investors and analysts who say benchmark 10-year U.S. yields may drop below 2 percent. → Read More
Fed June Hike Odds Below 50% After Inflation Expectations Tumble
Traders are pulling back from bets the Federal Reserve will raise interest rates in June as inflation expectations crumble. → Read More
Gundlach, Pimco Sour on Reflation Trade as Price Pressures Peak
They correctly picked last year’s uptick in price growth, but two bond-market heavyweights are now signaling inflation may have seen its zenith. → Read More
BlackRock Likes Property Even After Yellen Calls Prices 'High'
Federal Reserve officials say U.S. commercial real estate is expensive. That isn’t stopping the world’s biggest money manager from saying it’s time to buy. BlackRock Inc. says property can deliver average yields of 3.5 percent, compared with 3.4 percent for U.S. investment-grade bonds and the S&P 500 Index’s dividend yield of 2 percent. Demand is spreading as far as Asia, where Mirae Asset… → Read More
Treasuries Hit Bottom the Last Time They Were This Cheap
Treasuries are becoming relatively attractive compared with stocks. U.S. 10-year notes yield about 60 basis points more than the S&P 500 dividend yield after this week’s bond sell-off. The last time the premium was so large was September 2014, just before Treasuries went on to close the year with a fourth-quarter rally. → Read More
Pimco Warns and Warns on Inflation as Bonds Hint It’s Not So Bad
Pimco keeps warning there’s a U.S. inflation risk. The bond market is signaling there’s no cause for alarm. → Read More
El-Erian and Pimco Say to Build Cash After Latest Market Gains
Mohamed El-Erian and his former colleagues at Pacific Investment Management Co. say now’s a good time to take advantage of the latest rallies in global financial markets and scale back from risk. → Read More
Global Bonds Suffer Worst Monthly Meltdown as $1.7 Trillion Lost
The 30-year-old bull market in bonds looks to be ending with a bang. → Read More
Nomura Sees 2-Year Yield Rising as Traders Face $26 Billion Sale
Investors who buy at Monday’s U.S. two-year note sale risk losing money as the Federal Reserve raises interest rates, according to Nomura Holdings Inc., one of the 23 companies that trade with the central bank. → Read More
Global Bonds Poised for Biggest Two-Week Loss in Quarter Century
Bonds around the world headed for their steepest two-week loss in at least 26 years as President-elect Donald Trump sends inflation expectations surging. → Read More
Global Bonds Post Biggest Two-Week Loss in Quarter Century
Bonds around the world had their steepest two-week loss in at least 26 years as President-elect Donald Trump sends inflation expectations surging. → Read More
Fed Rate-Hike Odds Approach 100% in Anticipation of Trumponomics
Analysts spent early November warning a Trump victory in the U.S. presidential election would make the Federal Reserve less likely to raise interest rates. What happened instead is that it made a December increase a near certainty. → Read More