Bonds Analysis & Opinion

There has been a lot of ink spilled over the topic of whether or not the Fed will taper in September. It seems the consensus is for a $20 billion decrease in QE. I’m not completely sold that we...

What's New: I've updated the charts below through Thursday's close. The yield on the 10-year note ended the day at 2.90%, a new interim closing high from its historic low of 1.43% on July 25th of last...

Since establishing an interim top, this has been a one way trade as of the beginning of May where the long end and short end of the curve has each gotten hit. 30-yr bonds have depreciated 12%, 10-yr...

In recent weeks much has been written and said about who President Obama should select as the next Fed Chairman. Supporters of Larry Summers and Janet Yellen are said to be each pressing the case for...

I Love junk bonds!Two For OneThey're awesome total return tools when the trend is up while they provide quality "leading signals" for the macro economy. Speaking of total return, the chart below...

Risks in the bond market continue to pile up quickly. Bond investors need to be very careful. They need to be very vigilant about their next step. June was the first month since August of 2011 that...

Daily ChartFed Tapering is the most commonly used phrase in market commentary these days, and has been blamed as the driver for why US stocks pushed lower yesterday. However, yields of the benchmark...

The QE party is ending. And the hangover that follows is going to be brutal.Since 2007 the Central Bankers of the world have operated under the belief that they can hold the financial system together...

There’s never a shortage of comparisons with 2007 when it comes to equities. Comparing chart patterns, price-earnings ratios, earnings outlooks, interest rate environments and other factors in...