Bonds Analysis & Opinion

US economic growth rebounded in the second quarter, but the Treasury market isn’t convinced that GDP’s 2.3% advance in the April-through-June period is the catalyst that will bring a rate...

Since the beginning of 2009, the U.S. 10-Year yield has averaged around 2.6%.Consequently, most investors feel that interest rates have nowhere to go but up. However, from 1930 to 1955, the U.S....

The following 1-Year Daily chart of 30-Year U.S. Bonds (USB) shows that a bearish moving average Death Cross has recently formed — warning that lower prices may be in store. However, the rising...

Our equity/bond model - This long term reliable investing model provides investors with simple decision making in the markets:When the model favors stocks, investors should overweigh in equities for...

Weekly Large Trader COT Report: 10 Year US Treasury Note CFTC Futures data shows speculators turned bullish on 10 Yr Notes 10 Year Treasury Note Non-Commercial Positions: Large 10-year treasury note...

I realized that our mentally-challenged bullish friends will refuse to accept it for a long, long time, but their welfare-sponsored bull-run ended last December. The breakdown has been subtle since...

There is seemingly a widening gulf in macro and monetary policy between the US and Germany. This is evident in the yield differential—currently 153bps—between the 10-Year Treasury and...

USD and German 10 year yields: The Price Drivers for the WeekFrom current price at 2.347, note the current USD Yield lineup from 10 year averages to 1 year. 3.16, 2.31, 2.41 and 2.16. Viewed from 1 to...

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

10 Year Bund/ Treasury and Bund / Treasury Spreads Vs EUR/USDThe 10 Year Bund / Treasury spread at its last -1.55 monthly average is approaching important levels. Just below lies the 1 year monthly...

The chart of 30-year fixed mortgage rates dating back to the early ’70s is a sight to behold: For the last several years American borrowers have been blessed with the good fortune of...

During the past 3-4 weeks my preferred scenario called for the 10-year yield to stall at around 2.50% followed by a decline into the 2.10%-2.00% support zone prior to my expectation of the emergence...

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

Countless investors and financial advisors wrestle currently with the conundrum of how to approach bonds. We are reminded constantly of the likelihood of rising interest rates; most recently Fed chair...