Bonds Analysis & Opinion

It is a fascinating trend -- something every investor must be aware of. It’s yet another reason interest rates are likely to stay lower for far longer than most folks ever expected.If rates...

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note CFTC Futures data shows speculators pared bearish bets 10-Year Treasuries Non-Commercial Positions: Large 10-year treasury note futures...

This past week, the U.S. 10-Year yield broke and sustained below key support at 2.18% - 2.15%, and continued lower Friday in reaction to deteriorating economic data.The break of key support signaled...

The recent stumble in US economic data raises new questions about the timing of the Fed’s plans for raising interest rates. The earliest forecast for the first round of tightening monetary...

First the (potential) good news. The (potential) good news is that one trend in bonds that I wrote about a while back here and here may finally (potentially) be playing out the “right...

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

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...

With the S&P 500 hitting new highs on Thursday and Friday last week, let's take a look at Treasury Yields.The first chart shows the daily performance of several Treasuries and the Fed Funds Rate...

Weekly CFTC COT Net Speculator Report | US 10 Year T-Note CFTC Futures data shows speculators decreased bearish bets 10-Year Treasuries Non-Commercial Positions: Large 10-year treasury note futures...

Earlier this year I discussed the fairly dramatic change in my view on long-term government bonds. In essence, I said that bonds were irrationally priced given the low likelihood of deflation that the...

SummaryJunk bonds (1) appear to be fairly valued relative to treasuries, (2) their underlying default levels are not ticking higher and (3) based on their short history, they will not likely lose...

There are two separate but related developments that are lifting the euro to its best level in three-months against the US dollar.First, the US economy is off to a disappointing start to Q2 after the...

Did key bond ETF’s create long-term double tops over the past couple of years? The above 3-pack takes a look at three different bond ETF’s. (ARCA:AGG) and (ARCA:LQD) earlier this year...

We have produced this ratings model to assist investors in assessing relative sovereign risk over a wide range of Developed Markets (DM), 29 in all. Scores directly reflect a country’s...