Bonds Analysis & Opinion

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...

Wall Street carnival barkers are relishing in the fantasy that the economy has finally achieved escape velocity. Therefore, they accept with alacrity that this is the primary reason why interest rates...

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...

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

Yesterday's UK jobs figures powered the pound across the board as average weekly earnings growth (excluding bonuses) shot up to a six-year high of 2.7% in the three months to April y/y, exceeding...

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...