Bonds Analysis & Opinion

The big economic news today will start the statement from the Federal Open Market Committee at 2 PM ET and followed by Janet Yellen's press conference 30 minutes later. The economic press has been a...

The ultra-strong U.S. dollar is making its presence felt throughout the globe and is on the verge of wreaking havoc on a much larger scale. A premature Fed rate hiking cycle could be the catalyst to...

The EUR iTraxx Crossover widened moderately during recent trading sessions but remained flat over the week. Despite strong YTD performance (TR: +8.1%), the Nordic high-yield market was a bit softer...

BondsThe most crowded trade on Wall Street, the globe, or a beach in Brazil is the Bond Yield Chasing/Price Appreciation trade. This sector or asset class is an absolute bubble, the magnitude of which...

Review The initial reaction in the European fixed income market to the ECB QE launch has been significant. The long end has led the move and we have seen an aggressive curve flattening with 30Y...

Before I detail any sort of “strategy” (and please note that the use of the word “strategy” and the lack of the words “mechanical trading system guaranteed to generate...

Draghi’s Latest Pledge Pushes Yields Closer To Zero (excerpt) Among the most breath-taking moves attributable to central bank intervention, of course, is the plunge in bond yields, especially in...

As we move deeper into 2015, we find our economy and financial systems still in quite a mess. We’re approaching the end of a dark road the “policy makers” have been leading us down...

Mario Draghi backed into Unenviable CornerThis was an instance where the markets pushed Mario Draghi in a direction that really wasn`t necessary, an area he knew deep down was fruitless, and in the...

U.S. 10-Year yields at 2.11% are off their January lows (1.65%) due to fears that the Fed may increase rates in one of its next meetings. However, mixed economic data keep market rates low for the...

Is the U.S. 10-Year Treasury note telling us anything about what the Fed might say -- or not say -- next week?One thing that the recent upmove in yield suggests is that despite deflationary...

Short-Term Market FlippingMarkets are just hilarious these days, there is no meaningful investments in the era of High Frequency Trading, Spoofing Algos, pump and dump IPO Schemes and ZIRP free money...

The European Central Bank’s aggressive government bond-buying program, aimed at stimulating the eurozone’s sluggish economy, has driven European bond yields to record lows and, in some...

Do you remember how Lucy always pulled the football each time Charlie Brown tried to kick it? To this day, he’s fallen on his rear end and every time while Lucy just snickers. This is exactly...