Bonds Analysis & Opinion

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,...

In our recent commentary on municipal bonds and Detroit, we argued in favor of buying the highest-grade AAA tax-free municipal bond It currently yields more than the corresponding taxable US Treasury...

By now, we all know Detroit, once a notorious manufacturing hub in the U.S. economy, filed for bankruptcy. The city defaulted on its municipal bonds simply because it didn’t have the money to...

On CNBC yesterday, analyst Meredith Whitney commented that “everybody loses” from the Detroit declaration of bankruptcy.If that is the case, then why in the world are they seeking...

The Reserve Bank of India decided it has had enough of rupee weakness and capital flight out of the country. The central bank is dealing with the problem by tightening liquidity conditions in the...

The dollar edged lower in Asia on Tuesday as the slide in U.S. Treasury yields over the past two weeks gave investors less incentive to buy the greenback, while a sharp fall in Portuguese bond yields...

We thank Michael Wilson of Morgan Stanley Wealth Management and FactSet Research Systems for a compilation of returns. Michael’s commentary in July talked about how “There was no place to...

Long awaited and now finally arrived, Detroit’s bankruptcy was expected and priced into markets. Some Detroit debt had been trading down to 30 cents on a dollar prior to the announcement. ...

Hi my name is Wade, and I’m a bond hater. Generally, the first step in addressing any type of personal problem is admitting you actually have a problem. While I am not proud of being a bond...