Fed Seen Pumping Up Assets to $4 Trillion in New Buying – Bloomberg 12-11-12

Salient to Investors: 48 of 49 economists predict the FOMC will buy Treasuries to increase its program to buy $40 billion in mortgage bonds each month, and expect the Fed to wait until its March 19-20 meeting before adopting thresholds on unemployment and inflation.The median economist expects Fed purchases at least through Q1 2014. Economists expect a

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Bond Bubble Dismissed as Low Yields Echo Pimco’s New Normal – Bloomberg 06-11-12

Salient to Investors: Moody’s John Lonski says G-7 bond rates indicate the markets don’t expect economic growth to exceed 3 percent. Blackrock’s Jeffrey Rosenberg says the greed that produces bubbles is absent. Pimco’s Bill Gross says global bond markets are turning ‘Japanese’. UBS’ George Magnus says we are replicating the Japanese experience. Bianco Research’s James

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