Bonds Analysis & Opinion

Ten-Year Government of Canada Bond did continue higher as expected for our target of 135.95 before topping at 136.03. The sell off hit short term Fibonacci support at 135.56 and this could be retest...

Bund continued higher as predicted for a move towards 146.84/86 and topped just above here at 146.92. Severely overbought short term so perhaps the topside is more limited today, but picking tops in...

My comments this evening stem from a Bloomberg.com article entitled Bond Market Has $900 Billion Mom-and-Pop Problem When Rates Rise.  A few excerpts with my comments: It’s never been...

U.S. 10-Year Corrective Bias above 124-23/24, but Firm Barrier at 124-31/ 125-00US 10yr future rebound riskA slightly positive tone on Tuesday, but still viewed as a digestion phase to start the...

A funny thing happened on the way to inflation... Long-term Treasury yields failed to rise as well. And although the shadow of the markets reaction is short relative to the daylight provided, the...

In previous posts I have discussed the Bond Bubble and its many facets, as my analyses indicates that the overall bond market is an exceedingly large asset bubble with immensely large and wide-ranging...

After a positive first quarter, taxable fixed-income markets enjoyed an encore favorable performance for the second quarter. U.S. and global economic data, geopolitical unrest between Russia and the...

Weekly CFTC COT Net Speculator Report U.S. 10-Year Treasuries: Large futures market speculators added to their net bearish bets in the 10-year treasury note futures for a third straight week last week...

Congratulations go to the Bank of Japan who is now the largest holder of the nation’s government bonds. But no worries. This week Lord Turner of Ecchinswell, a former chairman of the UK’s...

The chart above doesn’t look like much, but it represents a snapshot of the thinking of the Federal Open Market Committee (FOMC) on interest rates. Their communication has come a long way since...

The municipal bond market continued to roar ahead in the second quarter with long tax-free yields continuing their decline in April and May before rising slightly in June. Many of the same factors...

Three months ago I wrote here how there was Room Higher in Muni’s. At the time the Municipal Bond ETF (NYSE:MUB), had already moved off of a floor at 99 up to 106, or 7%. It turns out there was...

US 10 Year T-Note future negative theme intactOur stated view in our reports to clients all week has been “for a digestion tone early this week (capped at 124-23/24), but for downside pressures...

It's been a good year for bonds in just six months. Popular bond ETF iShares Barclays 20+ Year Treasury (ARCA:TLT) was up as much as 12% at the start of this month. Most investors would be happy to...