Bonds Analysis & Opinion

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...

As with just about every other asset class, bonds have been bouncing strongly over the past week, but I think that again, with just about every other asset class, the bounce is nearing an...

The state of Illinois has priced a $1.3 billion tax-exempt bond issue. The state has ratings of A3 Moody’s and A- Standard and Poor’s. For more than one year, we have not owned the state...

For months, people have been trying to explain the stock market’s relative resilience by comparing its performance to the bond market. Since early May, commentators have proclaimed that a...

Well it seems Mr. Market has been able to regain the important 1600 level in the S&P (SPX), likely giving a little confidence boost to equity bulls. Things also appear to be fairly strong, this...

In the past two days the 30-year conventional mortgage rate broke above 4.5% - roughly a 2-year high. Many economists argue that in spite of this spike, we are still some two percent below the...

It hasn’t been too long since I started to warn readers of Profit Confidential about what might happen in the U.S. bond market. (See “Bond Market Shows Signs of Weakness Ahead.”) As...

In the past week, the municipal bond market back-up was exacerbated, on top of an already sloppy six weeks. The culprits this week were the usual suspects: retail selling of bond funds and terrible,...

The beatings are continuing, and apparently morale really does improve with such treatment. Consumer Confidence for June vaulted to the highest level since early 2008, at 81.4 handily beating the 75.1...