Cyber Monday Deal: Up to 60% off InvestingProCLAIM SALE

Investors Are Growing More Concerned As Parts Of The Yield Curve Start To Steepen

Published 06/28/2019, 01:27 AM
US500
-
GS
-
SOGN
-
TLT
-
  • While the so-called yield curve remains partially inverted, some portions of the curve are getting steeper at an alarming pace.
  • “A far more immediate and present danger of recession occurs when after inversion, a rapid steepening occurs. That event usually informs investors the cycle is over and it is time to flee for the hills,” says Albert Edwards, the Societe Generale market strategist. Others on Wall Street are warning of this as well.
  • Ever since the mid-1980s, significant drawdowns in stocks started only when the yield curve began steepening after being inverted, Goldman Sachs) had warned in March.
  • When the yield curve inverted (short-term Treasury rates rise above long-term yields) earlier this year, investors began worrying it was signaling a recession.

    Now months after staying inverted, yields on parts of the curve are starting to steepen, or show a greater difference in value, a sequence which could be the true sign of economic trouble ahead, some on Wall Street said.

    Normally, a steepening would be a sign of higher growth; however, it’s considered a trouble sign when the curve steepening happens because of a more dramatic drop on shorter-term debt yields.

    “A far more immediate and present danger of recession occurs when after inversion, a rapid steepening occurs. That event usually informs investors the cycle is over and it is time to flee for the hills,” Albert Edwards, a Societe Generale (PA:SOGN) market analyst, said in a note on Thursday.

    “The final recessionary shoe has now fallen… Rapid curve steepening is now occurring, suggesting recession may indeed either be imminent or else it has already arrived,” he said.

    Yield Curve

    The spreads between 5- and 30-year yields as well as 3- and 30-year yields have now reached the widest since 2017. The steepening accelerated after the Federal Reserve opened the door to an easier monetary policy, pushing down the yields on the short end of the curve. The widening spreads followed the inversion of the 3-month and 10-year yield curve in March.

    Edwards is a longtime market bear who hasn’t been in tune with the record-breaking expansion. Still, the history seems to be on his side — ever since the mid-1980s, significant drawdowns in stocks started only when the yield curve began steepening after being inverted, Goldman Sachs (NYSE:GS) had warned in March.

    S&P 500 Index

    “For now what the bond market is doing is signaling the chances of a recession are more likely than the chances of a renewal of the expansion,” said Tom Essaye, founder of Sevens Report Research. “Even though the yield curve is steepening, it’s not giving a very positive sign on the market.”

    Essaye said the occurrence of yield-curve steepening and bond prices rallying at the same time is called “bull steepening,” which happens when investors increasingly bet on a slower growth while fleeing to safe-haven assets.

    “What we want to see is actually bear steepening. This occurs when people are selling bonds but they are selling the long end of the curve more than the short end. And it’s steepening because people think growth is going to be good and want to invest in riskier assets,” Essaye said.

    There are already enough risks keeping investors up at night — a U.S.-China trade war, slowing global growth, an earnings recession, weaker U.S. data — which prompted traders to bet on a Fed rate cut as soon as in July to provide some cushion to the economy.

    To be sure, some still think what the bond market is doing right now is a positive sign.

    Tom Lee, head of research at Fundstrat Global Advisors, said the sharp steepening of the long-end of the yield curve is “a strong cyclical signal,” meaning the economic growth is set to re-accelerate.

    The iShares 20+ Year Treasury Bond (NASDAQ:TLT) ETF (TLT) fell $0.11 (-0.08%) in after-hours trading Thursday. Year-to-date, TLT has gained 5.65%, versus a 9.67% rise in the benchmark S&P 500 index during the same period.

    TLT currently has an ETF Daily News SMART Grade of B (Buy), and is ranked #16 of 29 ETFs in the Government Bonds ETFs category.

Latest comments

Loading next article…
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.