Bill Gross: Treasuries relatively bargain (vs other countries)

For 10 years in the US you get 2.160%. Beats Germany at 0.254%

Bill Gross, speaking at a Bloomberg conference, says the US bonds are a relative bargain vs other countiries.

With US 10 year yield at 2.16% and German yields at 0.255%, France at 0.676%, Spain at 1.544% and UK at 1.0%, he has a point. Italy at 2.268%, Portugal at 3.08% and Greece at 6.058% have higher yields vs the US.

Other comments include:

  • Credit cycle has largely played out
  • Volatility will continue to be low
  • IN bonds market the future returns going to be very narrow
  • At some point the Fed crossed the line and went too low.
  • Halcyon days of investing are over
  • "Nowadays you'rr buying high and crossing your fingers" (ain't that the truth).

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