Bonds Analysis & Opinion

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...

Sept 14 resistance at contract highs of 9984, 9986, 9988. Support at 99815, 9979/78, 9975/76(March/April High), 9973/72, 9970.Dec 14 resistance at 9982, 99855(Contract high), 9987, 9889. Support at...

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...

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...

The Bond Trap  The American financial establishment has an incredible ability to celebrate the inconsequential while ignoring the vital. Last week, while The Wall Street...

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...

Risk assets got a further boost this week from the continued dovish tone from Fed showing that the punch bowl will not be taken away any time soon – see Flash Comment: Fed statement balanced...

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...