David Ader, Head of Rates Strategy, CRT Capital Group LLC

David Ader

Former Head:Rates Strategy

David Ader is the former chief macro strategist at Informa Financial Intelligence and held similar roles at CRT LLC and RBS/Greenwich Capital. He was the No. 1 ranked U.S. government bond strategist by Institutional Investor magazine for 11 years, and was No. 1 in technical analysis for five years.

Latest

dollar Falls to Record Low, Stocks Slide

Bloomberg Opinion

The U.S. Shouldn’t Get Too Creative With Debt Sales

Demand for regular Treasuries will be ample in coming years, despite the pending surge in government borrowing.

February 5, 2019

February 5, 2019

OpinionDavid Ader

The U.S. Shouldn’t Get Too Creative With Debt Sales

Demand for regular Treasuries will be ample in coming years, despite the pending surge in government borrowing.

dollar Falls to Record Low, Stocks Slide

January 6, 2019

January 6, 2019

OpinionDavid Ader

Baby Boomers Will Be a Drag on Stock Market Rebound

Those who own the most equities don’t have a lot of time to recover before retirement, and are likely to sell into any rally.

Dow Jones Surges Over 230 Points Buoyed By Berkshire Hathaway Deal

October 31, 2018

October 31, 2018

OpinionDavid Ader

Foreigners Like U.S. Debt as Much as They Ever Have

The idea that international investors are shying away from Treasuries is a good argument that falls flat in light of a broad array of evidence.

Treasury Secretary Mnuchin Views Production Of Currency Bearing His Signature

August 7, 2018

August 7, 2018

OpinionDavid Ader

Bond Market Bears Are in for a Nasty Surprise

Structural changes in the market for Treasuries will create inherent demand.

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July 16, 2018

July 16, 2018

OpinionDavid Ader

The U.S. Yield Curve Is Sending the Right Signals

The economy is exhibiting classic late-cycle behavior, and a recession may not be too far off.

Stocks Drop Sharply On Tensions Between Koreas And Worries Over EU Banking

June 15, 2018

June 15, 2018

OpinionDavid Ader

In a World of Uncertainty, Yield Curves Are Certain

The bond market is sending the right message on the longer-term economic outlook.

The bond market knows what’s ahead.

April 11, 2018

April 11, 2018

OpinionDavid Ader

Get Ready For Deeper, Longer Bear Markets in Stocks

Baby boomers control most of America's wealth, but have neither the time nor mindset to recover from slumps.

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March 8, 2018

March 8, 2018

OpinionDavid Ader

U.S. Recession Looms, Yield Curve Inversion or Not

An economic contraction could happen as as soon as next year, just before the 2020 elections.

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February 21, 2018

February 21, 2018

OpinionDavid Ader

Too Much is Being Made of the Bearish Bond Data

When it comes to a bear market in fixed-income assets, expect more of a teddy bear than a grizzly.

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January 22, 2018

January 22, 2018

OpinionDavid Ader

The Bear Case for Bonds? We've Heard It All Before

If Treasury yields rise to where many expect by year-end, they would make for a nice holiday gift.

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December 26, 2017

December 26, 2017

OpinionDavid Ader

Bond Market Crosscurrents to Make for Tricky 2018

The bull market for fixed-income may be over, but we don’t seem to have entered a major bear trend.

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October 13, 2017

October 13, 2017

OpinionDavid Ader

Logic Doesn't Work With Bonds and U.S. Deficits

Larger deficits mean more Treasuries. But is that really bearish for interest rates?

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October 3, 2017

October 3, 2017

OpinionDavid Ader

Trump Tax Plan Is Only Bearish for Bonds in the Short Term

There's a glut of savings in the world even as the higher yields offered on U.S. bonds act as a powerful lure to international investors.

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August 21, 2017

August 21, 2017

OpinionDavid Ader

Markets Are Losing Their Patience With Trump

Last week brought “good” news, at least as far as markets are concerned, and poor performance. This is telling.

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July 21, 2017

July 21, 2017

OpinionDavid Ader

The Charts Turn Friendly to Treasury Market Bulls

When the summer doldrums descend upon us, it’s time to look anywhere and everywhere for market direction.

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June 23, 2017

June 23, 2017

OpinionDavid Ader

What the Shrinking Yield Curve Is Really All About

The market doesn’t expect a reduction in the Fed's balance sheet to go very far or add much to the supply of bonds.

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April 13, 2017

April 13, 2017

OpinionDavid Ader

Housing Trends Will Keep U.S. Interest Rates Suppressed

An aging population will be starting to downsize.

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April 10, 2017

April 10, 2017

OpinionDavid Ader

Life Was Simpler for Bond Traders in Past Fed Hikes

The interplay between increases and the central bank's $4.47 trillion balance sheet makes this cycle very different and complex.

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March 9, 2017

March 9, 2017

OpinionDavid Ader

Coming Soon: Very Long Trump Bonds

He's going to need money for his big spending plans.

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February 20, 2017

February 20, 2017

OpinionDavid Ader

A Contrarian Take on the Foreign Flight from U.S. Assets

Sales of dollar-denominated assets by central banks is offset by private investors.

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