Bonds Analysis & Opinion

Weekly MOF data shows that Japanese investors have remained net buyers of foreign bonds in recent months. After a weak start to the year that saw Japan investors shed nearly $58 bln of foreign bonds...

My latest estimate for a retest of contract highs for the U.S. 10-year Note's December futures has come true. The treasury's strength may have to do with the recent weakness in other asset classes...

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note Large Speculator 10 year note positions rise fall back to bearish side 10-Year Treasuries: Large futures speculators pushed...

If you have been paying close attention to the stock market, market internals/breadth, and bonds for the past three months, you’ve likely come to the same conclusion that I have. The US stock...

The 10-Year Note is close to 3-week highs despite the announcement of stronger than expected NFPs. On Friday the December futures found nice support at 124.84 to save the day and finish above 125. The...

Today's ECB meeting was a bit of a disappointment. The main message from President Mario Draghi was that the ECB has introduced a significant amount of measures and that the impact still needs to be...

Weekly CFTC COT Net Speculator Report | U.S. 10-Year Treasury Note Large Speculator 10 year note bearish positions rise to +8,844 contracts 10 Year Treasuries: Large futures speculators turned their...

In the late 1990's and 2007 the PIMCO High Yield fund (PHDAX) formed bearish rising wedges. Once support broke, the fund rallied to kiss the underside of the wedge and its 200-MA at each (1), then it...

Nice reaction from contract lows going on for the U.S. 10-Year. The daily trend is now up according to my proprietary analytical tools and will remain up as long as price stays over 124.25. Next...

A sharp three-week rally in government-bond yields looks to have scared many investors. Bloomberg reported Thursday morning that the (ARCA:TLT) had it largest daily outflow in three years on...

Nice reaction from contract lows going on for the U.S. 10-Year Note on Tuesday. According to my proprietary analytical tools, the daily trend turned up yesterday and will remain up as long as price...

Lately I've seen numerous articles and comments made that just because the Federal Reserve raises interest rates it will only affect the short end of the yield curve -- but not the long end. That...

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note Large Speculator 10 year note bearish positions fall to -6,799 contracts U.S. 10-Year Treasuries: Large futures speculators pared...

In a 9/9 interview on CNBC, Jeffrey Gundlach, CEO and CIO of Doubleline Capital, provided some very useful insights into the recent behavior of the bond market and its implications for Fed policy. He...