Bonds Analysis & Opinion

As the world warms itself around the comforting glow of Twitter Inc, (TWTR), Facebook Inc, (FB), Google Inc, (GOOG) and all the other red-hot stocks of 2013, I’d like to quietly point out that...

Weekly CFTC Net Speculator Report10 Year Treasuries: Large trader and futures market speculators added to their overall bearish positions in the 10-year Treasury note futures after decreasing bearish...

Bund tested support at 139.75/70 & bottomed at 139.63. If we continue lower look for a possible retest of 139.45 December lows. A break lower today would then target 139.29/26 & may be as far...

A year end series taking a longer perspective in many market indexes, macro related commodities, currency and bonds. Over three weeks these reviews are intended to help create a high level road map...

Bund held 140.45/50 resistance again and spiked lower to support at 139.80/75. We bottomed almost exactly here at 139.69 and returned to the recent range of 140.05/00 to 140.45/50. Only above 140.60...

Nearly every writer, speaker, analyst and prognosticator has convinced market participants that bond yields can only go higher from here. The rationale? U.S. economic growth is expanding, employers...

The GoodAfter the bond market sell-off in June and July, which saw unprecedented bond redemptions, it's the intermediate- and longer-maturity bond yields that are the most attractive they've been in...

Bloomberg reminds us that “Treasuries were the world’s worst-performing bonds this year before the Federal Reserve starts a two-day meeting today to decide whether to reduce its...

Bund tested 140.45/50 resistance again but unable to break above 140.60. Only above here is more positive and can target 140.90/00. A high for the day is likely but if we continue higher look for a...

In the last seven months, the S&P 500 has rallied 7%. Is all good in the neighborhood? Is this a big rally? Not when you compare it to the rally in yields! When it comes to interest rates, they've...

Weekly CFTC Net Speculator Report10 Year Treasuries: Large trader and futures market speculators decreased their overall bearish positions in the 10-year Treasury note futures after adding to bearish...

The Riksbank is likely to cut both the repo rate and the path next week, possibly indicating a downside risk to the latter. Inflation is far below its forecast, international disinflationary pressures...

The fixed income space has been out of investors’ favor for much of this year given the looming concerns of the Fed dialing back its easy monetary policy ever since late May.   Though the...