Bonds Analysis & Opinion

In my periodic Treasury update, I focus primarily on the 10-year yield and include a look at the 30-year fixed mortgage rate. The 10-year Treasury Note has been around for a long time. The FRED...

There were only small movements in real yields over the past couple of weeks despite a big decline in nominal rates. Hence, BEI rates have declined some 11bp, in a roughly parallel move along the...

Yesterday was a tremendous win for the bears as the 10Y Treasury declined heavily following the release of the FOMC minutes. The minutes, from the October 29-30 meeting, reflected that voting members...

Weekly CFTC Net Speculator Report10 Year Treasuries: Large trader and futures market speculators trimmed their overall bearish positions in the 10-year treasury note futures on November 12th,...

Presumably, among the risks of QE are speculative debt-financed asset bubbles. However, last week, Janet Yellen said, “At this point, I don't see a risk to financial stability, although there...

Charts created using Omega TradeStation 2000i. Chart data supplied by Dial Data What is one to make of the fact that in the US the Ten-year Treasury note has gone from 1.40% in July 2012 to 2.76%...

Below Data was due to be released Today:South Korea: Monthly Unemployment Rate data for October.Japan: Monthly data of Core Machinery Orders for September.South KoreaJobless rate rose in October as...

S&P, which continues to grant the UK triple-A status, cut France's rating to double-A last week. We can understand why ratings matter for corporations. The rating agencies may have access to...

Weekly CFTC Net Speculator Report10 Year Treasuries: Large trader and futures market speculators raised their overall bearish positions by the largest amount since late August in the 10-year treasury...

Big move in bonds today.30-year T-bond yield TYX - looks like a move to 41 supply point10-year Treasury Note yield $TNX broke out of this down trend line and held a throwback to this trend line5-year...

This week an article in Euromoney points out that liquidity in bond markets is drying up. The blame is laid at the door of regulations designed to increase banks' capital relative to their balance...