Bonds Analysis & Opinion

This should be short. Remember that credit and equity volatility are strongly related.I am dubious about conditions in the bank loan market because Collateralized Loan Obligations [CLOs] are hot now...

iShares Barclays 20+ Year Treasury (ARCA:TLT)  

US 10-Year future upside risk to 125-08, maybe 125-155/175An inside Wednesday pattern digestion of the whipsaw Tuesday price action through trend line support for July and the 124-30/28 chart...

Weekly CFTC COT Net Speculator Report Large Speculators' net bearish positions rise to highest level since May 20th at -96,772 contracts U.S. 10-Year Treasuries: Large futures market speculators...

After the Riksbank cut last week the 5s10s curve steepened but admittedly the original reason for establishing the curve steepener relied on the notion that longer interest rates should inch a bit...

The minutes were released on Wednesday detailing the Federal Reserve’s June policy meeting, with mixed emotions leading the iShares 20+ Year Treasury Bond ETF (ARCA:TLT) to remain range-bound....

Japanese investors dramatically increased the export of their savings in May. It was the second consecutive month that Japanese investors were net buyers of foreign stocks and bonds having been net...

Weekly CFTC COT Net Speculator Report Large Speculators net bearish positions rise to -69,358 contracts U.S. 10-Year Treasuries: Large futures market speculators added to their net bearish bets in...

 Downside action in bonds have to do with Wednesday's employment report? Nah. At least not so much. It's Bigger Than That The power of the pattern would suggest bonds have a bigger issue on their...

In May Danish investors net purchased foreign shares and bonds, while foreign investors net purchased Danish shares and bonds. Foreign investors increased their holdings of government bonds, treasury...

Last week was a difficult one for the Commonwealth of Puerto Rico. On Wednesday and Thursday, the governor and legislature passed a law creating a statutory framework for the Commonwealth’s...

Weekly CFTC COT Net Speculator ReportLarge Speculators net bearish positions fall to lowest level since May 27th10 Year Treasuries: Large futures market speculators decreased their net bearish...

The yield on the U.S. 10-year note and U.S. 30-Year bell weather bond look to be creating head-&-shoulders tops. The 30-year yield (right chart) looks to have broken its neckline and continues to...

Bullard Sends Contradictory SignalThe stock market took off following Janet Yellen’s equity-friendly message last week. Thursday, James Bullard took to the streets to rein in bullish...