Bonds Analysis & Opinion

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...

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 sideways as we unwind an overbought stochastic on the daily chart. Fibonacci and 100 day moving average support at 141.97/87 is where we look for a low for the day and a buying opportunity, with...

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...

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...

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...

Better Than Expected In Midwest When the Fed governors prepare to turn in for the night, their prayers undoubtedly call for some improvement in the economy. As noted this past Monday, the Fed is...

Fed Changed Market’s Tone The financial markets watch the Fed very closely, and for good reason as outlined on October 25. Wednesday’s Fed statement was interpreted by the markets as being...

Knock on something hard enough and it will eventually crack. There is a Chinese proverb: "水能穿石，人能搬山", which literally translates to...

What a non-surprise from the Fed! As I awaited the FOMC announcement, I thought that the markets were expecting a highly dovish message that any hint of a balanced statement would cause the markets to...