Bonds Analysis & Opinion

Well, bonds are having the kind of steadily collapsing market which makes equity bears like me envious. The ZB has been monkey-spanked all month long…….If you look at a broader chart,...

Bond futures are under significant pressure, today, with yields making a significant move higher (hitting new 2013 highs) and the yield on the U.S. 10 year is now over the annualized S&P yield for...

The March-April rally couldn’t muster new highs and added another lower high in place which continues to affirm that the iShares Barclays 20+ Treasury Bond ETF (TLT) has topped. I expect a small...

There are three charts enclosed in this piece; the NOB spread (long 30-yr bonds/short 10-yr notes), June 30-yr bonds and finally June 10-yr notes. Play your bias with 30-yr bonds as that instrument...

As I type this, the market is exhibiting some bipolar disorder following multiple doses of Fed speak: Yesterday Bullard's presentation in Germany and Dudley's speech in New York, and today Bernanke's...

The 2s10s curve (both government bonds and swaps) has steepened by some 30bp in the past month and is now trading not far from range highs. The current pricing in the Riksbank is a cut of about 17bp...

Japan has fueled much of this latest rally in stocks, driving the marketing first with promises of money printing by the Prime Minister in November 2012, and then a massive $1.2 trillion QE program...