Bonds Analysis & Opinion

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...

One factor that can serve as a tailwind to a positive equity market is investors repositioning their investment portfolios from a too-much-fixed-income allocation into a larger equity allocation....

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...

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...

Schatz resistance at 110.62/63 today then a selling opportunity at 100.65/66 with a negative double top expected.Immediate support is 110.57/56 but below 110.54 today risks a retest of good support at...

Bobl managed to retest the 126.96/99 February highs, and then pull back sharply. This has left a negative double top pattern and could lead to a test of support at 126.65. Below 126.60 then sees this...

Bund managed a break higher to 144.29. Immediate resistance at 144.00/02 but above here we could retest 144.29. A break higher today is certainly possible and should target the 144.55/57 February...

Gilts got very close to our target of 110.70 and topped at 110.66. We backed away quite sharply but met support at 110.01/98 which should hold the downside today. However, if we continue lower look...

It is time for the first tap auction in the SGBi3109 since it was introduced a few weeks ago. Swedish BEIs have been trading higher than European peers (Germany) but after the CPI data release...

How does the old saying go; 'Don't judge a book by its cover'? These patterns reflect that the 10-year yield and Commodities Index (CRB) are both pushing a little higher, above resistance lines. Does...