Bonds Analysis & Opinion

It's easy to find talk these days about the Fed moving interest rates higher. Humbly, I don’t know what Janet will do next. Could it be more important what billions of free-thinking people do...

Since my last post discussing YIELD into last Friday's low at 2.09% -- when I also commented that, "if I was refinancing my mortgage, I would give the benefit of the doubt to waiting a while longer...

Once again we begin with the Eurozone which seems to be the epicenter of global market volatility. One report in particular sent shock waves through the fixed income markets.Yesterday I talked about...

As John Maynard Keynes famously stated “When the facts change, I change my mind. What do you do, Sir?”. I am very close to changing my mind on the direction of long-term interest rates....

Decline to 1.843 completed wave X. From this level, U.S. 10-Year rallied in wave ((w)) in the form of a triple correction (w)-(x)-(y)-(x)-(z) where wave (w) ended at 1.989, wave (x) ended at 1.907,...

A “black swan” event occurred at a gathering of outlaw bikers on Sunday, May 17 in Waco, Texas. According to news stories a fight broke out between several motorcycle gangs at the Twin...

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...

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...

In our last post about a week ago we noted the slow pace of economic growth that has unfolded since the financial crisis. This slow pace of growth has resulted in the unprecedented easing programs...

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...