Bonds Analysis & Opinion

Since the S&P 500 bottomed at 1820 on October 15, it is up roughly 12.5% and has seen only 6 down days in the last month. According to trading desks, steady growth in the U.S. and China,...

New York Fed President William Dudley is inclined to ignore the recent drop in inflation forecasts via the Treasury market. In a speech last week, he explained that “in assessing inflation...

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...

Credit: US 2.32%, UK 2.11%%, GE 0.78% US 10 years were slightly wider on the week, while on the old continent, credit tightened considerably as most yields closed the week at their tightest levels....

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note Large Speculator 10 year note bearish positions rise for 2nd week US 10 Year Treasuries: Large 10 Year Note futures traders raised...

Investors that were early to identify the attractive valuations following the volatility in emerging market bonds in early 2014 are still sitting atop a pile of gains, yet in recent months new...

The price of 10-Year Treasuries has been consolidating around crucial support between 126 and 127 during the last 3 weeks. I guess it will breakout or breakdown of this range shortly, so that we...

On Thursday 13 and Friday 14 November, the SNDO will offer switch auctions, buying back a total of SEK14.4bn in SGB1052 (March 2019) and selling SEK10bn of SGB1047 (December 2020). The switches are...

The results are in and what we see – with some races still being decided – is 52 seats now in the Senate for the Republicans and a 10-seat pickup in the House of Representatives, further...

Financial markets have continued their recent recovery from October's correction, aided in part by economic data that has not proven as bad as was feared, but mostly by reaffirmed pledges of central...

The availability of residential mortgage bonds in the United States has been shrinking. Private mortgage securitization markets are nonexistent since the financial crisis and the GSEs are not...

Weekly CFTC COT Net Speculator Report | U.S. 10-Year Treasury Note Large Speculator 10 year note bearish positions fall sharply for 2nd week as traders trim short positions10 Year Treasuries: Large...

The BasicsThe Bank of Japan (BOJ) announced that it will be increasing its government bond holdings at a rate of ¥80 trillion per year ($726 billion, up from ¥60-70 trillion). It is also...

Interest rates utterly collapsed at the equity market’s bottom on October 15 and have since roared back -- along, obviously, with stocks. We're near a monstrous overhang at this point,...