Bonds Analysis & Opinion

Fixed income managers have recently had to practice a rarely used skill -- explaining poor investment performance to their clients.Two-Way RiskBonds have been a great investment for a long time, but...

A quantitative run through of the Swedish Fixed Income market, starting with the Riksbank and Money Markets before moving on to government and mortgage bonds.To Read the Entire Report Please Click on...

Spooked retail investors are exhibiting complete capitulation in their bond portfolios. They have been dumping fixed income assets, particularly munis, in record amounts.And the proceeds are ending up...

Indian bonds due 2022 rose for a second day as the rupee’s rebound from a record low tempered concern inflation will quicken.The currency has risen 1.8 percent from an all-time low of 61.2125...

What's New: I've updated the charts below through Friday's close (July 5th). The yield on the 10-year note closed Friday at 2.73%, up from its 1.66% interim closing low on May 2nd. The rise of 107 bps...

Last week the iShares Barclays 20+ Year Treasury Bond Fund (TLT), our bond market surrogate, made a new low, then bounced up to the resistance of the declining top's line drawn from the May top. It...

The USD was in bullish mode after Thursday's ECB and BOE rate decisions. The USD was up against the EUR, GBP and CHF, but slightly down against the JPY and commodity currencies. So the picture was...

Investors beware: the bond market is treading in very rough waters. The sell-off we have seen of U.S. bonds might just lead to more troubles ahead for the bond market. Just take a look at the chart...

Uh oh…more bad political news out of Europe. Portugal’s government is at risk of falling, as two key ministers resigned in protest over the EU’s mandated austerity policies. This...

It was obvious as far back as this past April that the positive connection between stocks and the Treasury market's inflation forecast in recent years was coming apart. As the weeks rolled on and the...