Bonds Analysis & Opinion

I think that the 10-year Treasury yield could be in a trading range between 2.5%-3.5% through 2014 and maybe beyond. That’s mostly because I think that inflation is dead, and likely to flat-line...

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...

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...

Danmarks Nationalbank (DN) has just announced that it is keeping all policy rates unchanged. The announcement follows the decision by the European Central Bank (ECB) earlier today to cut the...

Bund outlook more negative this week and as expected headed lower to our target of 141.22. We continued lower but held just above Fibonacci and 100 day moving average support at 141.97/87. Look for a...

“Davidson” submits:Thought this could stimulate some thinking.I do not think that the relationship shown in this chart is only open to only one interpretation. But, the way I look at this...

Bund outlook more negative this week and below yesterday's low of 141.83 sees a test of support at 141.50 today. Watch for a bounce from here but a break below 141.40 cannot be ruled out and could...

Bund outlook more negative as we start a new week and may see a test of support at 141.50 today. Watch for a bounce from here but a break below 141.40 cannot be ruled out and could target 141.22 on...

Weekly CFTC Net Speculator Report10 Year Treasuries: Large trader and futures market speculators added to their overall bearish positions for a third straight week on October 22nd in the 10-year...

Note from dshort: Now that Janet Yellen has been nominated to preside over the Fed, I've updated this long-term view of Treasuries.Let's have a look at a long-term perspective on Treasury yields. The...