Bonds Analysis & Opinion

What's New: I've updated the charts below through the July close. The yield on the 10-year note closed at 2.60%, 13 bps off its interim high on July 5th.The latest Freddie Mac Weekly Primary Mortgage...

I wish there was a better way to bet against the finances of America’s cities, but MUB is about the closest thing I can find. It’s looking pretty weak, and I could easily see this thing...

Who are these folks who keep insisting that the Federal Reserve will slow its bond purchases in September? Unless I’ve missed something, the press releases concerning Fed policy have explicitly...

There has been a lot of chatter regarding interest rates of late, so I decided that I would take some time and look at the technicals along with the supply and demand patterns. Interest rates have...

Money has been moving out of Bonds but many suggest that it is not yet flowing into anything but cash. That could easily be an interim step for the summer. “Hey broker dude, just sell the bonds...

A multi-year increase in yields and drop in prices has begun[Note: I interchangebly refer to a rise in yields as being the equivilent of a decline in prices, and visa versa. Remember, rising yields...

As we head into a very busy week of economic data, the bond market remains drippy with the 10-year yield up to 2.59%. (Just writing that makes me laugh. Who would have thought, only a few years ago,...

As a follow-up to the Detroit-Muni Bond series we have published, here are additional views: 1. John Ruiz of Morgan Stanley Matrix offers this: "Note to cross-over buyers: if you see Meredith Whitney...

The debate is over. It is going to happen. No it is just about timing. Well, if you take a look at the charts of US Treasury yields, they are not waiting for the Bernanke to tell them it is time to...

Earlier, I shared why Detroit’s bankruptcy filing could set a dangerous precedent.The city is trying to force municipal bondholders to accept less-than-full repayment. And that’s never...

Hedge fund managers are the most bearish on 10-year U.S. Treasurys in 16 months, according to a new survey, as they position for a winding down of the Federal Reserve’s bond buying program.Of...

The surge in Treasury yields that has occurred during the last three months has caused many analysts to pronounce that the secular bull market in bonds that began thirty years ago has ended. However,...