Bonds Analysis & Opinion

Janet Yellen’s remarks Wednesday brought rising interest rates back into focus. If the bond market reacts and interest rates spike as they did in 1994, it could spell trouble for both stock and...

Municipal bonds have been in the news recently and rocked with the troubles in Puerto Rico. That was until Vladdy Putsman decided he wanted a new vacation island home with views of the Black Sea on...

Weekly CFTC Net Speculator Report 10 Year Treasuries: Large futures market traders raised their overall bearish bets in the 10-year Treasury note futures last week for a second week in a row,...

With foreigners dumping US Bonds at a record rate, I guess we shouldn’t be surprised……one thing is for sure: it’s going to be a very interesting week ahead, particular with...

Since testing and ultimately being rejected by the upper limits of last September's highs, 10 year yields have consolidated in a narrow 20 basis point range between ~ 2.6-2.8%.  Our general take...

Nordea Hypotek and SEB will introduce new 5Y bonds, which will be the next 5Y benchmark bonds deliverable in the 5Y bond forward. The coupon rates are set at 2.25% (SEB) and 3% (NDH), respectively,...

Bearish pressure continue to reign for the US 10Y Treasury Note, even though weak economic numbers over the weekend should have driven yields higher. To be fair, 10Y prices did rally higher...

Weekly CFTC Net Speculator ReportLarge Speculators bearish positions increased sharply last week10 Year Treasuries: Large futures market traders sharply increased their overall bearish bets in the...

The bond market has been the star performer for 2014 with the 20+ Year Treasury Bond ETF (TLT) up nearly 6%. In January I discussed the bond chart I was watching and highlighted the positive...

The bond market is in trouble.As we all know, the Federal Reserve has been the biggest driver of bonds since the financial crisis. The central bank lowered its benchmark interest rate to near zero,...

Weekly CFTC Net Speculator Report Large Speculators bearish positions decline for 2nd straight week 10 Year Treasuries: Large futures market traders cut back on their overall bearish positions in the...

I continue to believe the bull market in bonds is over and these will trade lower over the coming years, however small rallies within that downtrend will appear from time to time. Should this continue...

In January, Danish investors net purchased foreign bonds, while foreign investors net purchased Danish shares and net sold Danish bonds. In particular, foreign investors net sold DKK-denominated...

That's what the bond market is saying. The chart below shows the the CRB Index (an inflation measure) with the Treasury Inflation Protected Bonds (TIP) as the blue area. The TIP’s are the Bond...