Bonds Analysis & Opinion

Talking Points US Net Long-term TIC Flows (DEC) (prior rev. -$28.0) (survey $30.0B) ACTUAL: -$45.9B US Total Net TIC Flows (DEC) (prior rev. -$13B) ACTUAL: -$119.6B Data indicates some of the weakest...

Weekly CFTC Net Speculator Report Large Speculators positions continue to be at most bearish level since December 31st 10-Year Treasuries: Large futures market traders added to their overall bearish...

In early 2007 the Fed Stress index was low and the high yields adjusted spread was even lower. Was that good or bad for the markets? When these conditions took place, lazy bears ended up pretty...

Bund held resistance at 143.65/70 then 144.05/10 for a selling opportunity. However, be aware that a break above 144.20 cannot beruled out and targets 144.30, possibly even a retest of 144.54/58 highs...

Bobl immediate resistance at 126.65, but above here could retest 126.84. We should struggle here but a retest of 126.94/98 highsshould be seen as an excellent selling opportunity as the daily chart...

Schatz held strong resistance at 110.59/60. Above 110.63 offers a selling opportunity at 100.65/66 with a negative double topexpected.Immediate support is 110.56 but below 110.54 today risks a retest...

March 14 resistance at 9971/72, 9974, 9976/77, 9979, Nov/Apr/May highs of 9982/83. Support at 9966/65, 9963, 9960.June 14 resistance at 9975, contract highs at 9978/79. Support at 9973, 9971/70,...

Ten-Year Government of Canada Bond broke good support at 130.68/58 and should now target 130.35 as the outlook becomesmore negative. If this does not hold the downside look for a buying opportunity at...

Bund held support at 143.40/35 and recovered as predicted as far as 144.05/10 for our selling opportunity. We topped almost exactly here and should struggle here again today. However, be aware that a...

Weekly CFTC Net Speculator Report 10 Year Treasuries: Large futures market traders increased their overall bearish positions in the 10-year treasury note futures for a third straight week last week,...

Thanks to fears over the taper’s impact on the bond markets, interest rates were slowing rising going into 2014. In fact, rates on the benchmark 10-year government bond hit 3% to start the year,...

Marketwatch.com noted earlier this week that “bonds are suddenly the hot investment.” Barron’s offered a similar analysis a few days earlier: “Bond prices have surged so far...

Bobl unexpectedly spiked higher beating 126.90 but topped at 126.99 leaving quite a negative candle and an indication that we have topped. Immediate support is 126.65 but below 126.60 is more negative...