Technical Take on Bonds

Published on
January 21st, 2019
Topic
Bonds, Equities, Trading
Duration
9 minutes

Technical Take on Bonds

Trade Ideas ·
Featuring Mark Newton

Published on: January 21st, 2019 • Duration: 9 minutes • Topic: Bonds, Equities, Trading

Mark Newton, CMT, president and founder of Newton Advisors, analyzes the recent price action in bonds and highlights where yields are headed next. He explains his thesis, reviews how to play the trend, and considers risks to watch out for, in this interview with Justine Underhill. Filmed on January 17, 2019.

Comments

  • JO
    John O.
    24 January 2019 @ 09:05
    We hear total disagreement on TLT. Raoul and others say long is the best and most obvious trade around, that interest rates have not finished their historical decline. Certainly the rise of TLT to $124 was steep and is now experiencing a retracement. But was it the end of a bear rally, or part 1 of a climb back to new highs?
  • WM
    William M.
    22 January 2019 @ 16:37
    2 interviews from Mark in the last day or so .. In this one he's bearish bonds (basically short volatility), and in the other he's bullish volatility (basically long bonds) .. seems to me he's hedging his bets here .. heads he wins, tails we lose.
  • DP
    Devraj P.
    21 January 2019 @ 18:05
    https://www.wsj.com/articles/imf-lowers-2019-global-growth-forecast-11548075601 To the last point about global growth expectations are weakening
  • ZY
    Zheng Y.
    21 January 2019 @ 17:23
    the real thing underpin this should be oil in spring, 2.9 maybe more realistics number given the smarter in nature of bonds. if 3.0, it defenitely is an extra.
  • NG
    Nick G.
    21 January 2019 @ 16:48
    Love it when I see confirmation of my views from disagreement from retail.
  • JS
    Jon S.
    21 January 2019 @ 14:51
    So how was Mr. Newton positioned on U. S. Treasuries in October 2018? Was he long yields like Gundlach looking for 3.60% ten year, or short? It would have been nice for Justine press him on the most recent action in this market before his forecast going forward.
    • ZY
      Zheng Y.
      21 January 2019 @ 17:25
      the overall market behavior already tell one a lot, buddy.
  • OM
    Omar M.
    21 January 2019 @ 14:40
    Thanks for your insights Mark Were you able to correctly trade the yields to the downside ? And if yes, what was the reason you got long when wall st was betting on yields going up Thanks in advance!
    • JS
      Jon S.
      21 January 2019 @ 14:52
      haha Omar. Great minds think alike:)

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