Bonds Analysis & Opinion

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note CFTC Futures data shows speculators raised bearish bets after five decreases 10-Year Treasuries Non-Commercial Positions: Large 10-year...

The safe-haven government bond bubble did not pop, but Italy or Spain have become low yielders as well Government bond yields under 10 years for safe-havens are close to zero. In April 2013, even 20...

In the good old days, investors seeking income at little risk knew just what to do: buy bonds.For decades, it worked like a charm, and investors also scored capital gains as interest rates...

The Treasury Bonds have been in a downtrend since breaking down from their consolidation range after making its high on April 3, 2015. This decline has taken price to the levels the March contract was...

The Fed has delayed a rate hike yet again. It seems convinced the economy isn’t ready to survive on higher short-term rates. So we continue to see zero rates to stimulate more economic activity....

We are on holdNIER, the Riksbank and inflationLimit exposure to the money market curve To Read the Entire Report Please Click on the pdf File Below

As we await the FOMC statement and the Janet Yellen press conference after the FOMC meeting, I thought that I would highlight the results of the latest BoAML Fund Manager Survey (FMS). A review of the...

Euro Bund Futures sold off to first support at 151.10/00 and bottomed exactly here. Longs here today need stops below 150.85. Be ready to sell a break below 150.90 to target 150.68/65, perhaps as far...

Some times stocks and bonds head in different directions. So far this year, stocks are flat and bonds are down hard. The table below shows that (ARCA:TLT) just experienced the 3rd worst 16-week...

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note CFTC Futures data shows speculators continued to decrease bearish bets 10-Year Treasuries Non-Commercial Positions: Large 10-year...

With the S&P 500 hovering 1.72% below its record close on May 21st, let's take a look at Treasury Yields. Yields and mortgage rates have been on the rise in 2015. This coming Wednesday's FOMC...

With the 10-year yield breaking away from the top of its 2015 range, Treasury yields continue to push higher with all the bravado of an Italian cutter racing in Bloomington. Technically, the 10-year...

One simple model of the U.S. 10-Year bond yield compares it to the growth rate of US nominal GDP on a y/y basis. While real GDP fell 0.7% (saar) during Q1 on a q/q basis, it was up 2.7% y/y,...

The dramatic sell-off in German bunds caught many investors off guard. The conventional wisdom, for which we too were sympathetic, was that there was going to be a shortage of bunds.The Grand...