Bonds Analysis & Opinion

A quantitative run through of the Swedish Fixed Income market, starting with the Riksbank and money markets before moving on to government and mortgage bonds. To Read the Entire Report Please Click on...

From the first of February to the end of June, the yield on the 10-year note shot up nearly 40%. This sharp rally hurt bond funds big time, as (ARCA:TLT) suffered one of worst short-term declines in...

In reaction to a somewhat disappointing jobs report last Thursday -- along with some flight-to-safety behavior in response to Greece's 'No' vote -- the 10-year YIELD declined from 2.48% to 2.31% in...

Today I will post a few charts, all of which show that major asset classes are at some kind of a short term inflection points. It is difficult to predict whether support and resistance levels for...

The muni bond market was buffeted by a number of headwinds in the first half of the year.Extremely Heavy Supply Through May 2015 total supply in the muni market was approximately $179 billion. The...

The Bunds-Euro relationship remains intact, as both continue to converge along the crucial trendline support since the April bottom. With yet another yield bounce off the support today, bunds are...

iShares 20+ Year Treasury Bond (ARCA:TLT), an ETF tracking long-dated US Treasury bonds, has been declining at a fairly remarkable rate since it topped at the end of January. We are now at a critical...

USD 10 and 2 Year YieldsThe US 10 year yield from current 2.474 is ranging between longer to intermediate term averages, between 3.182 above and many supports below beginning at 2.424, 2.339 and...

US Equity indexes have had a relatively dull week with little volatility. Treasury yields have provided market watcher a bit more drama. The yield on the benchmark 10 year note closed last week at...

Are we about to witness trillions of dollars of “paper wealth” vaporize into thin air? During the next financial crisis, a lot of “wealthy” investors are going to be in for a...

The Federal Reserve offers custodial services for foreign central banks. Precisely which countries use these services is confidential as is who patronizes a commercial bank's services. There was a...

I really enjoy reading, and listening to, Rob Arnott of Research Affiliates. He is one of those few people – Cliff Asness is another – who is both really smart, in a cutting-edge-research...

After last Wednesday’s Federal Reserve (FOMC) announcement, the aspect that most impressed me about Janet Yellen’s comments was how “dovish” her commentary was, revising down...

The most important economic news in the U.S. last week was clearly the press conference of the Federal Reserve (the Fed). Committee members decided to maintain its current monetary policy, leaving...