Bonds Analysis & Opinion

Most folks think it’s all about Syria at this point. I disagree; I think it’s all about interest rates. And the continued weakness of bonds, in the face of the completely-untapered $1...

The benchmark 10-Year Note has recorded the largest 3-day gain in over a year following fears that US will engage Syria via military action as soon as Thursday. Fear is certainly in the air, with US...

The Federal Reserve’s annual conference at Jackson Hole came and went without any material statements on Fed policy. The notable absence of Fed Chairman Bernanke from the conference and the fact...

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...

Bond prices tanked after the FOMC Minutes increased the likelihood of 2013 tapering event. Unlike Stocks and FX, Bond traders were unanimous in their reaction, with 10Y benchmark prices hitting lower...