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Chief Investment Strategist at BlackRock,.....>

BONDS
BONDS: Chief Investment Strategist at BlackRock, Jeffrey Rosenberg writes in a
blog that the weakening dollar is a less obvious culprit behind the rise in
Treasury yields.
- Rosenberg argues that globally low interest rates have acted as an anchor but
this requires a stable dollar to assist in this process. Dollar volatility
induces unhedged dollar bond investments to head home "This repatriation trend
is showing itself in decreased foreign purchases of U.S. bonds and increased
flows into non-U.S. bond funds".  
- Taking the influence one step further, he adds "Any further rise in oil prices
could weigh on the dollar, making crude a contributor to the pullback from U.S.
debt by unhedged foreign investors". 
- Blackrock are looking for a steeper US curve.
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