Bonds Analysis & Opinion

You can’t call yourself a global macro trader until you have lost money shorting Japanese government bonds.-- John Mauldin delivered that one-liner, which he attributed to George Soros, in his...

Ten-Year Government of Canada Bond double top pattern triggered selling as predicted and we closed below support at 129.24. If we continue lower look for 129.00 then a buying opportunity at 128.82/77....

While strolling through charts -- which is pretty much all I do with my life -- I was struck by how amazing the High Yield Bond ETF (JNK) is lining up with its various trendlines. It completed a...

Here is the first in what may become a series of financial market oddities brought on by the Federal government’s shutdown and the threat of a debt-ceiling related default.I noted a report that...

Recently the Fed announced that the $85 billion bond purchase by the Treasury will continue. Up until this point the financial news media seemed sure that the Fed would pare back their stimulus...

Bill Gross’s monthly investment outlook is invariably worth reading, and this month is no exception. His writing is engaging as well as insightful, and as the overseer of $2 trillion in assets...

If you have been reading this blog for long enough, you would understand that I am extremely negative on Treasury Bonds (actually almost all bonds). The view stems from the fact that interest rates...

From the summer lows in June of last year to May of this year, the Junk Bond ETF (JNK) and the S&P 500 moved higher together (see green shaded area below), which, if history is a good guide, was a...

In August Danish investors bought foreign shares and bonds and foreign investors bought Danish shares and bonds. It was mainly euro investors who purchased Danish bonds, while Swiss investors sold...

I’ve received two notes recently on Closed-end Leveraged Muni Bond Funds. Here’s one: David, I have been asked several times about the Blackrock Target Term Municipal Bond Trust...

Credit Peter Thiel, Blackrock’s deputy chief investment officer for fundamental fixed income, for providing an honest assessment of the outlook for fixed income. “Overall returns of the...

I wrote that comment Monday evening and stand by it even with the rally in Treasuries Tuesday. The Euphoria in Treasury Bonds (TLT) seems almost giddy given the the many macro and micro indicators to...

Tap auction in SGBi3107. Given the last auction, favourable pricing and this linker bond standing out among the others as being expensive in the repo market, we expect the auction to be well...

The price of Treasuries pushed up higher yesterday once more, despite stock prices falling on more QE tapering fears. This is the 2nd consecutive day this has happened. As it is rare that bonds and...