2010: US long bond yield to be well down over 12 months

Consensus said:

1y forwards pricing 10 year yield at 3.6% Dec-10-Dec-11

We said:

US growth to stay below trend. The short term is seriously threatened by too much Q3 inventory building. This is highly likely to fall back, making a negative contribution to near-term GDP growth, aggravated by QE2’s higher food and energy prices. (LSR Daily Note 3rd December 2010)

Outcome:

US growth at 1.9% in Q1, likely 1.8% in Q2, 10-year treasury yield down to 2.48 in August 2011

Economics

02 Feb 2005
01 Sep 2004
12 Aug 2004
05 May 2004
20 Jul 2000
01 Apr 1999
06 Jan 1999
01 Sep 1997
06 Jun 1995
10 Feb 1994
10 Mar 1993
06 Feb 1992
10 Dec 1991
03 Jan 1990

Politics

Markets

15 Apr 2016
16 Oct 2015
25 Nov 2013
20 Dec 2012
20 May 2004
03 Jul 2001
VIDEO

Video

View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with zdl@tslombard.com

READ MORE
TRACK RECORD

Track Record

We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

READ MORE
PRESS

Press

To request an interview with a member of our team, please get in touch zdl@tslombard.com .

READ MORE

Menu

Client Login


Don't have an account? CREATE YOUR ACCOUNT
READ MEET TALK