Bonds Analysis & Opinion

The professional investors must profit by anticipating future trends and events rather than chasing old news. This is done by following the invisible hand or message of the market. That message, the...

Some central banks have cut interest rates into negative territory in an effort to eke out some economic growth, but the step could spur unintended, counterproductive outcomes.“Negative rates...

Danish investors only made small adjustments to ownership of foreign shares and bonds in January. Foreign investors net purchased DKK-denominated bonds for DKK18bn. Over the past year foreign...

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note CFTC Futures data shows speculators added to their overall bearish positions10 Year Treasuries: Large US 10 Year T-Note futures traders...

The Italian 10-Year government bond yield continues to drop and has now moved down so much that the spread to the German 10-Year bond yield has fallen below 100bp. It is the first time this has...

There has been negative sentiment in the Swedish fixed income market for the past couple of weeks. Ten-year govvies have jumped around 15bp and underperformed both German and U.S. Treasuries. Our...

A retest of the breakout, the point where price jumped the creek, has generated at least a pause in the bull phase (positive to negative DI oscillation). Bull phases are defined as DI DI2s. When DI...

Last week added a more than EUR11bn of supply across senior and subordinated notes in the EUR primary market. We saw multiple times oversubscribed order books, issues with very low coupons and very...

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note CFTC Futures data shows speculators rebooted short positions 10 Year Treasuries: Large US 10 Year T-Note futures traders raised their...

The table below shows that the recent move in U.S. 10-Year yields (interest rates) is one of the largest in the last 45 years. The data is another example of excellent work from fellow contributor...

The pullback in Treasury bond ETFs over the last three weeks has caught many fixed-income investors off guard. The stock market volatility in January pushed yields on the U.S. 30-Year Note Yield (TYX)...

Near-Term U.S. 10-Year Yield OutlookThe market is near its recent high and test of lots of resistance in the 2.15/18% area (bearish trendline and 50% retracement from the Sept high at 2.66%, 38%...

When the Greek drama unfolded during 2010 and 2011, the 10-Year Greek government bond yield soared to peak at a high of 43.92% on March 8, 2012. That triggered a divergence among Eurozone bond yields,...

Interest rates have moved up a good deal of late, as the yield on the 10-year note is up 28% in the past 10-days. During this time frame (ARCA:TLT has been hit hard! This sharp rally took place after...