Bonds Analysis & Opinion

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...

Looking for a reason Chicago bonds are rated junk? This guest post by Michael Johnston at Fixed Income Database explains why Chicago is junk in seven easy to understand charts.Chart #1: Massive Debt...

When I pointed out the trend-line break that interest rates made last week, there was a hail of chortles and catcalls about how useless it was since it was so “obvious”. There's nothing...

This week, I am participating in a school-style debate at the Global Fixed Income Institute’s conferences in Madrid where the question before the house is whether or not inflation will resurface...

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

Bond troubles could just be starting. This chart looks at the 10-year and 30-year yields. Each could be making Head & Shoulders bottoming patterns. If this pattern read is correct, each are...

Yields on Greek and low-rated euro zone bonds rose on Friday after Greece’s economy minister rejected its creditors’ proposals for a reforms-for-cash deal that the country needs to avoid...

Prior to recession, the yield curve becomes inverted, as indicated by the Forward Rate Ratio between the 2-year and 10-year U.S. Treasury yields (FRR2-10) being less than 1.00. The FRR2-10 has...

The U.S. 10-year YIELD continued to climb to a multi-month high at 2.42% prior to easing off a bit to 2.37%.Let's notice that since its April 3 pullback low at 1.80% (after a decline from 2.26%), the...