Bonds Analysis & Opinion

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...

The last few weeks have seen a very decent drop in intermediate- and longer-term tax-free bond yields. This year’s stable muni market is very different from that of a year ago, when the great...

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...

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...

A quantitative run through of the Swedish Fixed Income market, starting with the Riksbank and money markets before moving on to government and mortgage bonds. To Read the Entire Report Please Click on...

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 added to their overall...

Dealer inventories in fixed income products remain quite low and have seen especially sharp declines in credit products such as corporate bonds and ABS (Treasuries/agencies are Volcker-rule exempt,...

Buy 5Y covered bonds ASW - SEB572 ASW at 25bp. P/L: 17/35bp Carry/roll down: 1.8bp/m (0.85+0.75) Despite the performance in covered bonds relative to swaps, we see good reasons to buy/add to already...

The ETF is close to a strong resistance area; we prefer to take profit right now and to close our long position opened on March 18th at last price $111.66. Trading strategy:Close our long position at...

“The Committee’s sizable and still-increasing holdings of longer-term securities should maintain downward pressure on longer-term interest rates.” —Federal Reserve Press...