Bonds Analysis & Opinion

Gilts beat 110.34/39 to top at 110.71. Overbought short term so the 110.71/74 area could hold a move higher today. However if we continue higher look for strong resistance and April highs at...

Weekly CFTC Net Speculator ReportBearish positions decline to a total of -145,865 contracts. 10 Year Treasuries: Large futures market traders decreased their overall bearish bets in the 10-year...

Mergers And Acquisitions Have Weakened Balance Sheets One of the many tenets on Wall Street is that debt investors are often a step or two ahead of stock investors when it comes to identifying slowing...

In this week's auction of SEK1bn, the June 2022 bond, SGBi3108, will be tapped. Since the last auction at the beginning of this month, short-end linkers have suffered somewhat after the...

Portugal auctioned 750 million euros ($1.04 billion) in 10-year bonds on Wednesday at an average yield of 3.58 percent in its first auction since April 2011 as a full exit of its bailout program...

Weekly MOF data shows Japanese investors have been sellers of foreign bonds in 11 out of the 15 weeks reported so far this year. The total outflow from foreign bonds year to date has been -$53.5 bln,...

Clearly the trend has been higher in the last four months as June 30-yr bonds futures have climbed 8 handles. This week's...

There have been a few articles recently on Pimco's underperformance and the increasing concentration on the buy side of the bond market. There is danger, here, for large active managers and their...

Weekly CFTC Net Speculator ReportLarge Speculators bearish positions jump to a total of -155,174 contracts10 Year Treasuries: Large futures market traders sharply increased their overall bearish bets...

Over the past month High Yield (junk) bonds (SPDR Barclays High Yield Bond ETF (ARCA:JNK)) have lagged the performance of Investment Grade (high quality) bonds (iShares Investment Grade Bond Fund...

This Great Graphic, made on Bloomberg, shows the yield of Greece's 10-year bond over the past five years. The big break in early 2012 was the private sector debt restructuring. As recently as Q4...

Gilts retested March highs at 110.25/32 as we become overbought short term. We topped exactly here with a good chance of profit taking midweek. We look for a test of support at 110.00/109.95. This...

Bund beat 143.54/50 for a retest of resistance at 143.70/74. We topped almost exactly here at 143.79 and we should struggle here again today as we become overbought short term. However on a break...

Prices of the U.S. 10-Year Treasury Note jumped sharply higher following the NFP miss last Friday, pushing above from 124.2 to a high of 125.0 in quick fashion. Even though 125.0 round figure...