Bonds Analysis & Opinion

Bund future bias higher for 149.15 and 149.28, maybe 149.70A notable setback again through midweek to surrender support at 148.86/80 to see a small top and switch to a range environment this...

Global economic growth has slowed over the past few years. Economists such as Larry Summers are talking about secular stagnation. If this is happening, then demography may be the best explanation for...

Would you have guessed that 8 months ago the S&P 500 would hit 2,000 and that the Government bond ETF iShares Barclays 20+ Year Treasury (ARCA:TLT) would be up twice as much as the broad market on...

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...

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...

A worldwide deflation fear is expanding and may actually be rampant. BCA Daily Insights (August 25, 2014) notes that, “out of 32 OEC countries, more than two-thirds have domestic inflation rates...

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...