Bonds Analysis & Opinion

The Federal Reserve has made it very clear that it wants to stop quantitative easing. But it has also made it just as clear that it won’t begin to taper its quantitative easing program until...

Federal Reserve Chairman Ben Bernanke’s semi-annual testimony on Wednesday drew swift advice from bond guru Bill Gross: time to buy five to seven-year Treasurys since interest rates are likely...

The chart below reflects how a variety of assets performed over a 70-day period of time, ending July 10. As you can see the top performing asset was the inverse bond ETF TBF, as interest rates rose...

Junk Bonds ETFs JNK and HYG both broke below their 50- and 200-EMA lines back in May and declined around 7% from high to lows. They are often considered leading of the stock market. Could it be...

An investment in the S&P 500-indexed portfolio right before the financial crisis and held through today would certainly outperform an investment in junk bonds, right? Wrong. The chart below shows...

While commodities have not been exploding higher this year, they have recently begun to outshine Treasury’s.Major PocketsWhen looking at the larger picture of the market cycle, we can compare...

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...

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...

Buy SHYP1580, sell SGB1051/SGB1052Open position at +92.5bp. Potential target at +77.5bp, stop at +102.5bp. Carry and roll down (3M) +1.3bp/month. 5-year spread vs government bonds at 2013 highs After...

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...

Treasury 10-year notes rose for a third day yesterday as investors sought the safest assets after two of Portugal’s ministers resigned from the government, reigniting concern the European debt...