Bonds Analysis & Opinion

The big question on every investors’ lips today and tomorrow is: “Will the Fed announce or hint at tapering QE?”Over the last two years, one of the biggest tools in the Fed’s...

Watch me chat with Covestor’s Mike Tarsala about how to invest at the end of a 30-year bull market in bonds. I discuss some of the ways I am playing the transition in my Dividend Growth...

As discussed in the previous post, outflows from fixed income funds have been quite severe. However in spite of the various forecasts, the so-called "Great Rotation" out of bonds and into equities...

Last year we discussed just how frothy the US fixed income valuations have become (here and here). Now in a matter of several weeks, the US bond markets have wiped out a year's worth of gains and then...

I want to have a good look at bonds today but first I’ll look at the IHS patterns that we’ve been watching develop since I posted the first chart looking at this possibility on SPX last...

What's New: I've updated the charts below through yesterday's close (June 11). The latest Freddie Mac Weekly Primary Mortgage Market Survey, out last Thursday, puts the 30-year fixed at 3.91%. That's...

As interest rates have moved higher, as evidenced by the below chart of the 10-year Treasury yield, yield related investments have come under significant downward pressure. The below chart shows the...

Treasuries dropped on concern the biggest monthly surge in yields since December will prompt investors to sell government debt as a hedge against losses on mortgage bonds as borrowing costs climb to a...

It seems to me that interest rates are probably reaching a short-term high and, therefore, resulting in forthcoming bond strength. Here are rates for ten-year notes, which, strangely, come across the...