The 2014 bond market has surprised analysts who expected yields to rise this year. What’s next, and when will we see bond yields rise? Jeremy Siegel talks with CNBC and offers his forecast. One index that’s rising at an alarming rate concerns food prices. There are reasons for the inflation we’re seeing at the grocery store, as Gary Halbert explains. Rising prices in the housing market, however, seem to have stalled. After a sharp recovery from the post-bubble low, home buyers may wonder what to expect next. Liz Ann Sonders takes a look at the numbers.
Jeremy Siegel: Here’s What Will Send Yields Higher– 2014 was supposed to be the year that bond yields went higher. Instead, they’ve dropped to as low as 2.4 percent on the 10 year US Treasury Note, from 3 percent at the beginning of the year. But Wharton professor of finance Jeremy Siegel says that economic strength will eventually get yields moving modestly higher again. “When we really get 3 percent, 3-plus percent, 3.5 percent growth in the second quarter, we will see bonds really turn around. And I could see them rise 100 basis points
http://www.cnbc.com/id/101715670
Why Food Prices Are Soaring, Likely To Continue– As you are no doubt aware, food prices are soaring higher and higher. One widely-followed food price index is up almost 21% in less than a year. The question is, why have food prices risen so sharply in the last few years? Gary D. Halbert explains what is causing the inflation.
http://advisorperspectives.com/commentaries/halbert_060414.php
Slow Ride: Housing’s Recovery Taking A Breather– After a sharp recovery off the post-bubble low in housing, many of the key housing indicators have stalled. The economic impact overall has been muted however, thanks to housing’s share of GDP having shrunk by more than half since the bubble peak. Liz Ann Sonders, Chief Investment Officer at Charles Schwab, examines the facts.
http://www.schwab.com/public/schwab/nn/articles/Slow-Ride-Housing-s-Recovery-Taking-a-Breather?requrl=/public/schwab/resource_center/expert_insight&cmp=em-QYD
We hope you enjoy reading these articles along with us and that you find them informative. Please forward this to your friends and family.
John R. Day, Bill Ennis, Stephanie Davidson and Matt Heller