Bonds Analysis & Opinion

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note Large Speculator positions see bullish total of +7,940 contractsU.S. 10-Year Treasuries: Large futures market traders and speculators...

How to properly value European BondsThis seems to be the biggest question in financial markets for me right now because the math just doesn't add up any way you slice it. When you look at the pricing...

There will be another tap auction of SGBi3109 (June 2025) on 28 August. We recommend buying the bond in the auction, as we continue to recommend real rate flatteners. Despite the recent performance,...

European yields have reached record lows after ECB expectations US Bonds have been caught up in the rise in demand driving US yields lower Emerging markets hurt as flows have pared back expecting Fed...

Right now investors in European Bonds are running over each other all in an effort to front run what the Big Banks have been begging the ECB to begin a bond buying program similar to the United...

According to a Bloomberg report, the final disclosure rules for asset-backed bonds issuers are to be announced by the U.S. Securities and Exchange Commission (SEC), later this week on Aug 27. As per...

At the beginning of the year, analysts and economists explained why interest rates would climb significantly. They anticipated a year-end 10-year yield of 3.4%, not 2.4%. Only a few bond-fund...

We expect the TLTROs will boost liquidity. However, the amount of borrowing limits is unknown as it depends on net lending behaviour - we list four different scenarios that give an upper target...

We have the distinction of living in an Age of Bubbles and their failures.In 1980 it was commodities, wages, the CPI and the precious metals. Then the action shifted to inflation in financial assets...

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note Large Speculator bearish positions fall to -43,534 contractsU.S. 10-Year Treasuries: Large futures market traders and speculators...

Push the LimitsIt has been a common theme in financial markets to push the limits on any possible edge, so if there are restrictions on banks and financial institutions use of leverage, lobby for...

The U.S. Treasury yield curve flattened on Wednesday, with minutes from the latest Federal Open Market Committee (FOMC) meeting in focus.Benchmark 10-year Treasury notes held steady, yielding...

The U.S. Treasury yield curve flattened on Wednesday, with minutes from the latest Federal Open Market Committee (FOMC) meeting in focus.Benchmark 10-year Treasury notes held steady, yielding...