StubbleJumper Posted July 17, 2018 Share Posted July 17, 2018 Don't look now, but the US 2-year bond rate is now bouncing around 2.60%. FFH's bond port is overwhelmingly short-term, so there should be a favourable kick to EPS as the bonds get rolled over. What's an extra 0.25% applied to $12B of short term bonds, US$300m per year or something? That's only like $10/sh.... SJ Link to comment Share on other sites More sharing options...
petec Posted July 27, 2018 Share Posted July 27, 2018 I believe they were close to pulling the trigger on 2-3 year bonds when the 2y was at 2.25%. I would imagine all that cash is now in 2-3y bonds. Super news. Link to comment Share on other sites More sharing options...
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