Bonds Analysis & Opinion

The case for raising interest rates is wobbly at best, but the Federal Reserve may start the squeezing process at its monetary policy meeting next week. Exhibit A for the hawkish view is the...

Next week we'd learn whether the Fed indeed gives us a December rate hike. Let's take a close look at US Treasuries a week in advance of that decision. The yield on the 10-year note ended the day on...

When most of us think about “the market,” stocks – Apple (O:AAPL), Microsoft (O:MSFT), Johnson & Johnson (N:JNJ), General Electric Company (N:GE) – are front of mind.This...

Whether the Fed raises rates in December or early in 2016, many market strategists believe higher interest rates will be a reality very soon. A few of our recent articles mentioned our belief that the...

If the junk bond bubble was this week’s most visible inducement toward illiquidity, there have been more than enough indications that might corroborate and explain. With a few more days trading,...

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 cut back on their overall bullish...

There isn’t much as far as confirmation, but it increasingly appears as if “something” just hit the triple hooks (CCC) in the junk bond bubble. At least as far as one view of it,...

US Treasuries continue to move higher ahead of the FED meeting, tracking their European counterparts. Draghi has promised QE into the bond market, so it makes sense for European bonds to make the...

As we approach the end of November, let's take a close look at US Treasuries. The yield on the 10-year note ended the day on Friday at 2.22%, which is at the higher end of the year-to-date range of...

We are wondering if long term interest rates will move up in ’16? The US government bond market is approaching an important inflection point and we're wondering if interest rates might break out...

This chart from our strategic macro research partner shows the incredible length of stimulus. Has the current, prolonged period of unchanged Fed policy rate of 0% conditioned investors to think this...

The trend in bonds was bullish for a long time, and one can see how bonds ran up during that time frame. Currently, its neutral and that also has to be viewed through a bullish lens as it should have...

Can the 10-year German bond yield turn negative after an ECB program extension?Bund yields (monthly chart) Original post

This Great Graphic was composed on Bloomberg. It shows two time series. The yellow line shows the premium the U.S. pays over Germany for two-year money. The white line shows the premium the US pays...