Bonds Analysis & Opinion

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...

There is a rising belief that when the Federal Reserve begins to taper, interest rates will start to rise.  It is believed that as rates rise due to stronger economic strength, the stock market...

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...

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...

£3-15m mini-bond issueOcean Capital provides long-term lending solutions to medium to large sized companies in selected industries, predominantly in Europe. Preferred clients are companies...

Default Risk vs. Interest Rate RiskWhen bond investors are worried about the economy and default risks, it is concerning for stock investors. When bond investors are worried about rising interest...

Hourly ChartNothing much has changed since the strong slide and subsequent recovery post Non Farm Payroll Friday. The price of the 10Y has been mostly between 125.7 - 126.0, seemingly unaffected by...

Weekly CFTC Net Speculator Report10 Year Treasuries: Large trader and futures market speculators increased their overall bearish positions in the 10-year treasury note futures after cutting back on...

Bund March Contract has little October data to go on as we retest these levels so we have to rely on December with a small adjustment. Immediate support is 139.45/40 but if this does not hold the...