Bonds Analysis & Opinion

BOBL spent last week consolidating 2 months of gains as we became overbought, but the outlook remains quite positive with the bull trend intact. Immediate resistance at 126.56/57 then strong...

SCHATZ continued higher last week using the 100 week moving average as support. Prices hit our target of 110.63/64 and topped there. Above here, this week we run in to strong resistance from the...

Euribor June 14 resistance at 9976 (March Highs), contract highs at 9979/80, 9982, 9984. Support at 9974, 9972, 9970, 9966/65 (January low), 9964 (December low), 9959/58 (October low).Sept 14...

The chart below is a year-to-date (as of 5/23/14) look at U.S. 10-Year Treasury prices in green and the Russell 2000 in blue. Clearly the better investment so far has been Treasuries.The 10-year is up...

If you are still asking “Why do Treasury yields keep falling?” then maybe you should have paid up for that Bernanke dinner last week… In a series of quarter-million-dollar dinners...

2014: Seeing Some Bubble-Like Comments The segments below from a recent CNN Money article have a familiar 2002-2006 housing bubble ring to them: The competition for the homes that are available is so...

One of the biggest questions at the end of 2013 was how the Treasury market would react to the reduction of bond buying that would result from the Federal Reserve's tapering campaign. If the Fed were...

The U.S. 10-Year Treasury yield has fallen from 3% to start the year down to 2.5% yesterday.  The decrease was unexpected for most people, especially since inflation and growth expectations...

Weekly CFTC Net Speculator Report Large Speculators net bearish positions rise to a total of -129,409 contracts 10 Year Treasuries: Large futures market traders and speculators reduced their overall...

Here’s a contrarian call if I’ve ever heard one.  Jeffrey Gundlach, head of DoubleLine Capital, believes that we could be on the verge of “one of the biggest short-covering...

The 10-year benchmark US Treasury yield is now 2.5%. That's right – one can loan money to the United States in a riskless transaction, earn 2.5% interest, and be paid back in 10 years. The...

So far, 2014 is the year of bond strength and good performance, as the iShares Barclays 20+ Yr Treasury (ARCA:TLT) is up 10% more than the S&P 500. The chart above reflects that the inverted...

We've had an unprecedented compression in US (and global) government bond yields in a short period of time. Here is one surprising fact: Treasury yields are now at the level they were during the US...

Looks like the Fed’s gradual departure from being a massive bond buyer isn’t hurting interest rates. Indeed, they are slip-sliding away. Interestingly, sectors that would normal benefit...