Bonds Analysis & Opinion

Bund holding above 165.20/22 keeps the outlook positive and targets quite strong resistance at 165.51/55. We should struggle here again but picking a top at this stage is not a great idea, despite...

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:...

Long-term Treasuries are throwing caution to the wind this week - or more appropriately, seeding caution to the wind, with strong follow-up strength into Friday morning's US jobs report. And as much...

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...

Several Fed Presidents gave presentations this past week. All argued the U.S. economy was not only at or near full employment but also that prices were rising and would eventually attain the...

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...