Bonds Analysis & Opinion

Weekly CFTC Net Speculator ReportLarge Speculators net bearish positions rise again to a total of -71,903 contracts10 Year Treasuries: Large futures market traders and speculators increased...

Most recently, we saw headlines indicating that the Federal Reserve was fretting about low volatility, according to this Reuters report:In the Fed's eyes, a lot of uncertainty surrounds forecasts for...

I remain cheerfully long bonds via TLT. Rates, I believe, are going to keep sinking.

Last auction before the summer break: the last chance to pick up a sizeable amount of long-dated linkers.There are some tentative signs of inflation in the US. If this is the case, it could very well...

Judging from the shape of this pattern, I’d say bond (TNX) bulls are going to be celebrating in the weeks ahead, as interest rates are poised to push lower (against everyone’s...

Stadshypotek is introducing a new five-year bond this week. The bond, the SHYP1582, will become the new five-year benchmark bond and will most likely be deliverable in the December 2014 bond future...

From a letter from a reader: Hi David, I’ve been following your blog for the last few months and the articles are extremely insightful. I’ve been working with fixed income credit trading...

With the U.S. 10-Year Treasury poised at a key technical level, just two days in front of the May ’14 employment report which is due out Friday morning at 7:30 AM central, we continue to be...

Interest rates have been zooming higher the past four days. I think an important level to watch is the gap on 10-year yield (TNX) at 26.11 -- that is, a rate of 2.611%. If it stalls there and starts...

Weekly CFTC Net Speculator Report Large Speculators net bearish positions drop to a total of -19,078 contracts U.S. 10-Year Treasurt Note Large futures market traders and speculators sharply...

While numerous bearish calls have been made for stocks based on the recent strength in bonds, history says stocks and bonds can rise in unison for extended periods. We found five periods 2004-2013...

It has become fashionable to buy bonds again over the last month. What had been talked about as the end of the long term bull market in bonds was ending as of last fall and it was in favor to sell...

The SCHATZ has struggled at strong resistance from the January/February/March highs at 110.66 all week as expected and as stated every day since Monday that a high for the week is possibly in place....

September Gilt has support at 110.80/75 but a break below here adds pressure for 110.58 then 110.42/41 which could hold the downside. If we continue lower, look for a buying opportunity at 110.28/24.A...