Bonds Analysis & Opinion

Ten-year nominal rates continue to drift back towards the 2012 lows; the U.S. 10-Year Treasury yields only about 1.75% now. But 2015 is so very different than 2012 in terms of the cause of those low...

Since the Reserve Bank of New Zealand first formerly targeted inflation rates roughly 25 years ago, other central banks around the globe have followed suit; that is, many banks have been setting...

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note CFTC Futures data shows speculators cut down on their bearish bets to lowest since November10 Year Treasuries: Large US 10 Year T-Note...

Bonds have been in a virtually uninterrupted uptrend since New Year’s Eve, 2013. Looking at interest rates, I wonder if we have turned the corner and are heading into higher rates. Examining...

US Treasuries were one of the stories of 2014. Not one pundit or economist surveyed expected them to rise in price in 2014. Yet they did so with a vengeance. If the US dollar or Shanghai Composite did...

This Great Graphic, created on Bloomberg, shows Japan's (white line) and China's (yellow line) holdings of U.S. Treasuries in November 2014 based on the latest TIC data.Japan's holdings rose to a...

As of the end of Monday January 19, 2015, European 10-year yields are as follows:Germany 10-Year bond yields 0.441% France 10-Year bonds yields .641% Spain 10-Year bonds yields 1.526% Switzerland...

Treasury prices were rejected from technical resistance @ 131 on Friday. Holding above 129,50 keeps the bullish scenario intact. The Fed is not in a hurry to increase interest rates as long as oil...

If it’s true, I’d say bonds are (finally) positioned for a meaningful, sustained fall. I am particularly interested in the similarity of price action vis-a-vis the long-term Fibonacci fan...

The U.S. 30-Year Treasury auction today is likely to price the bonds around 2.50%. During the auction on November 13, 2014, the yield was 3.09%. The price of these bonds is up roughly 10% since then. ...

As stocks hit a fresh record high relative to bond yields -- measured by the S&P 500/U.S. 10-Year yield ratio at 1081--the contrast between these two markets becomes palpable and the remaining...

What if the Fed doesn’t raise rates at all this year? There’s certainly a good amount of volatility possible with the ECB meeting Jan 22, the Greek election Jan 25, and the FOMC...

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note CFTC Futures data shows speculators decreased their bearish bets last week10 Year Treasuries: Large U.S. 10-Year note futures traders...

U.S. 30-Year yields could be at a triple bottom and the 10-year yield could be making a bullish inverse head-and-shoulders pattern creating bullish wicks at the right shoulder. Seem unlikely? I get...