Bonds Analysis & Opinion

Bullish setup for the TreasuryOriginal post

In March, the ECB decided to increase its asset purchases from 60 to 80 bln euros a month and to include corporate bonds. The corporate bond-buying program begins this week. We use a FAQ format to...

In the wake of amusing calls by various Fed presidents about impending rate hikes, Curve Watchers Anonymous has received numerous questions about the US treasury bull market.Specifically, readers want...

Weekly Large Trader COT Report: 10 Year US Treasury Note CFTC Futures data shows speculators sharply raised bearish bets 10 Year Treasury Note Non-Commercial Positions: Large 10-year treasury note...

Hawkish sentiment was the norm at the Federal Reserve, guaranteeing a rate hike in the next few meetings. But Fed policy remains data dependent as their noted in their last policy statement:...

The word is out from the Fed: rates are going up. We all knew this, but the unfounded recession fears that briefly possessed market participants earlier this year made us forget it for a little while....

How dependent is the U.S. economy on stimulus by the central bank of the United States? Take a look at what has happened in the bond market since the Federal Reserve began to reduce asset purchases as...

The yield curve is becoming flatter. The difference between the 10-Year and 2-Year government bond is now approaching 1%. The yield curve tends to get flatter when the economy reaches the end of an...

Weekly Large Trader COT Report: 10 Year US Treasury Note: CFTC Futures data shows speculators net position at -80,252 contracts 10 Year Treasury Note Non-Commercial Positions: Large 10-year treasury...

The spread between the 10-Year US Treasury bond yield and the federal funds rate is one of the 10 components of the Index of Leading Economic Indicators compiled monthly by the Conference Board. There...

Near-term U.S. 10-Year note yield outlook:The market has indeed continued higher from the May 13th low at 1.70% as the long held view of an extended period of consolidating from that February 11th low...

Weekly Large Trader COT Report: 10 Year US Treasury Note 10 Year Treasury Note Non-Commercial Positions: Large 10-year treasury note futures traders and speculators increased their overall bearish...

On Wednesday, the Fed released the minutes from their latest meeting. The commentary was generally upbeat. Participants viewed the labor market favorably, citing low unemployment, improving labor...

Bloomberg says a Treasuries Weekly Slide Is Most Since November on Fed Outlook.In contrast, Curve Watchers Anonymous notes treasury yields barely moved. A couple of pictures can help clarify...