Global
*Bond Bubble Bursts - Benign or
Malign?<http://www.morganstanley.com/views/gef/index.html#anchor9836c2e0-5107-11de-96f6-3f25a44c9933>
*
June 04, 2009

By Joachim Fels & Manoj Pradhan
<http://www.morganstanley.com/views/gef/team/index.html#anchorjoachimfelsmanojpradhan>|
London

*Central banks and the bursting bond bubble: *A key issue that central
bankers in Europe and the US will have to consider at their upcoming policy
meetings (ECB Council, Bank of England's MPC on June 4, FOMC on June 23-24)
is the recent sharp sell-off in government bond markets. What's behind it?
Is this a sign that quantitative easing (QE) isn't working after all? Could
the back-up in yields derail the anticipated recovery in the second half of
the year?  Should central banks' bond purchases be stepped up in response,
or should they be slowed down?  Here's our take on the reasons behind the
back-up in yields and its likely implications for the economy and central
bank policy.

*The bond roller-coaster:* To put things in perspective, it is important to
note that the recent sell-off in government bonds merely continues a trend
that started already at the beginning of the year. Between mid-November and
the end of last year, the 10-year US Treasury yield collapsed from a range
of 3.5-4% to a low of only 2.05% when it became clear that the global
economy was falling off a cliff and deflation fears surged.  From the low in
late December, yields have now backed up by some 150bp to 3.58%, back to the
range that prevailed for most of 2H08.  As we see it, there are two main
factors behind the rise in yields over the past five months:

*Unwinding of previous overvaluation:* To a large extent, we view the rise
in bond yields as the unwinding of a bond bubble that inflated late last
year.  Bond yields have not shot up to unsustainable highs, but have rather
bounced off unsustainable lows.  To illustrate this point, we illustrate the
actual 10-year US Treasury yield along with MS FAYRE, our estimate of the
fundamental fair yield.  MS FAYRE (the Morgan Stanley FAir Yield Regression
Estimate) is based on an estimated long-run relationship between 10-year
yields and a small set of ‘fundamentals', including the real fed funds rate,
survey-based inflation expectations and inflation volatility (for an
exposition of the model, refer to J. Fels, M. Pradhan, *Fairy Tales of the
US Bond Market*, July 26, 2006). According to this estimate, yields
undershot their fair value by about 100bp late last year and have since
backed up above their current MS FAYRE value of 3.1%.  So, most of the
back-up in yields reflects a return to fair value rather than a surge to
unsustainable highs.  It is remarkable, though, that yields now exceed MS
FAYRE for the first time since early 2004. Thus, the ‘conundrum' of bond
yields trading below their fundamental values finally appears to have come
to an end after more than five years.  However, given the standard errors of
our model, the current undervaluation of bonds is fairly small - fair values
have tended to attract bond yields emphatically when the deviation has
exceeded 100bp.

*Worries about sovereign risk: *The other factor that has probably helped to
push yields higher, especially recently, is worries about sovereign risk on
the back of rapidly rising public sector debt in the US and elsewhere.  We
think it is important to keep in mind that in countries like the US where
public debt is denominated in domestic currency, sovereign risk is really
inflation risk (a point made in "The Global Liquidity Cycle Revisited", *The
Global Monetary Analyst*, May 27).  It is extremely unlikely that the US
government would ever default, because it could simply instruct the central
bank to print money to service and repay the debt, if needed, which would
ultimately be inflationary. Bond markets understand this, and so it is
wholly unsurprising that the rise in nominal yields has been more than fully
driven by a rise in the inflation premium rather than a rise in real
yields.  While 10-year breakeven inflation rates have surged by about 200bp
since the start of the year to some 2% now, real yields have actually
declined by some 50bp.

*Yield back-up to derail the recovery? *We think it unlikely that the rise
in bond yields will derail the (tepid) recovery we anticipate for 2H09.
This should be clear from the decomposition of nominal yields into real
yields and inflation discussed above. What matters for the real economy are
real interest rates, not nominal rates, and real interest rates have fallen
rather than risen. In fact, the rise in inflation expectations could even
provide some near-term support to demand as people may bring forward
consumption in the expectation of rising prices.  Put differently, late last
year, when deflation fears were widespread, consumers probably held back in
the expectation of lower prices. This is less likely to be the case now that
inflation expectations have normalised.

*How will central banks react?* In our view, the major central banks are
more likely to see the back-up in bond yields as a sign of normalisation
rather than something to worry about. After all, they resorted to
unprecedented conventional and unconventional easing in response to the
rising deflation threat. The fact that deflation fears have now abated
(though not wholly disappeared) is therefore likely to be seen as a success.
Also, despite the sharp rise, market-based inflation expectations are still
at or even slightly below central banks' explicit or implicit inflation
targets. Given the outlook for an only hesitant economic recovery later this
year, the bond market sell-off is therefore unlikely to derail the QE
programmes that are currently underway in the US and the UK and will be
announced in more detail by the ECB on June 4. If anything, our US
economists believe that the FOMC could decide to step up its purchases of
government bonds and MBS at the June 23-24 FOMC meeting (see *Morgan Stanley
Strategy Forum*, June 1).

*What next for bond yields?* Despite the sharp sell-off in bond yields, we
think yields will drift higher still over the medium term. Our US economics
team looks for 10-year US Treasury yields to rise to and above 5% over the
next 12 months. Also, our interest rate strategy team expects a further
unwinding of the US bond bubble (see *Global Perspectives: Bonds: A Bursting
Bubble?* May 29). As we see it, the inflation premium at close to 2% still
looks very low, given the unprecedented monetary easing and the ongoing
monetisation of government debt. At 2%, markets still expect CPI inflation
to be lower on average over the next ten years than it has been over the
last ten (2.5%). With more signs of economic healing to come and central
banks not even halfway though with their announced QE programmes, we believe
that there is ample scope for a further rise in inflation expectations over
the medium term. Investors who share this view may want to refer to our
strategists' publication referenced above for trade ideas based on this
view.

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