Tuesday, January 25, 2011

US Muni bonds fall off a cliff

From Business Insider:

Pretty much all that happened last week in the muni market was a crescendo of bearish comments from politicians and warnings from the media. That is, little that would increase the likelihood of a default.

But retails investors followed the headlines, exiting munis at a record outflow of $4 billion, according to Bond Buyer.

A clear sign of irrationality is that yields are rising similarly on triple-A and single-A bonds: People just want to get the hell out of munis.

Here's an incredible chart from Bond Buyer:

chart

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