Bonds Analysis & Opinion

The ongoing plunge in bond yields to new record lows around the world is starting to become worrisome. The concern is that the bond market is foreshadowing a global recession. Here is the latest...

After dipping to a record low of 1.37% on Tuesday, the benchmark 10-year Treasury yield ticked higher yesterday (June 6), settling at 1.38%, based on daily data from Treasury.gov.Has the downside bias...

Back in late-2014 I first proposed the idea of a blowoff surge higher in the long bond. At the time, many were very negative toward bonds and expected higher interest rates were just around the...

DOW – 108 = 17,840SPX – 14 = 2088NAS – 39 = 482210 Y – .09 = 1.36OIL – 2.39 = 46.60GOLD + 5.70 = 1357.20Longer-end Treasury yields traded near record lows, with the...

We calculate the 30 Year Bond versus Historical core inflation averages and it is not a pretty picture for Bond Investors. This trade exposes the fallacy of central bank policy because it moves the...

Note: We've update this commentary with data through yesterday's market close.Let's take a closer look at US Treasuries in the wake of the turmoil in Europe following the Brexit, leave vote in the UK....

Bund first support at 166.90/86 but below here targets 166.74 then support at 166.64/60. Further losses however target minor support at 166.42/40 then a buying opportunity at 166.23/20. Longs need...

“Sometimes it is good to have reminders of the mistakes you’ve made.” ~ Brian Bosworth, “The Boz”, ESPN’s 30-for-30If there is one trade that I haven’t done a...

Despite a massive post-Brexit recovery rally in the global equity markets that should have calmed investors, we've instead seen another flight to safety into U.S. Treasuries, even as the 10-year yield...

It has been reported that about $10 Trillion of sovereign debt “yields” negative interest. Assume total global sovereign debt is about $60 Trillion.Therefore, about one-sixth of all...

Curve Watchers Anonymous notes treasury yields on the 10-Year notes and 30-year long bond are within spitting distance of all-time low yields.30-Year Bond Yield 10-Year Bond Yield 10-Year and...

Brexit has crashed the Italian banking system. Italian banks crashed -22% on Friday, and then fell another -9% on Monday. The -31% plunge has pushed Italian banks down to the lowest level since the...

Brexit has crashed German bund yields. Current rules prevent the ECB from buying bonds that yield less than -0.40 percent.An estimated 800 billion euros of German bonds are not eligible for the EBC's...

Key Points Britain's vote to leave the European Union has pushed down U.S. Treasury yields, as risk-averse investors have flocked to the perceived safety of U.S. government bonds. The Federal Reserve...