Bonds Analysis & Opinion

The long-term chart of the 30-year Treasury yield may now be the most important chart in the world. For the past 30 years or so, the yield on the long bond has formed a fairly neat channel that has...

Investors felt optimistic enough on Monday about a resolution of the Ukraine conflict that they dumped US Treasuries as concerns about inflation and the Federal Reserve’s impending cycle of...

Here are the latest charts and statistics for the Commitment of Traders (COT) data published by the Commodities Futures Trading Commission (CFTC).The latest COT data is updated through Tuesday, Mar. 8...

The war in Ukraine has slowed the advance of the 10-year Treasury yield, but upside pressure is building as US inflation, already elevated, appears set to increase further in the months...

Yields on the benchmark 10-year Treasury note have seen significant swings over the past week as the fortunes of war do battle with inflation fears. The Russian invasion of Ukraine, with the increased...

As hundreds of thousands of Ukrainians flee the Eastern European country to escape Russia’s brutal military invasion, global investors are seeking safe havens of their own, piling into US...

This article was originally published at The HumbleDollarEVERYBODY SEEMS to hate bonds right now. Can you blame them? Inflation is at a four-decade high, the Federal Reserve is sure to hike short-term...

Here are the latest charts and statistics for the Commitment of Traders (COT) data published by the Commodities Futures Trading Commission (CFTC). The latest COT data is updated through Tuesday, Feb....

This post was originally published at TopDown Charts Bond market sentiment is reaching extreme levels Treasury volatility, as measured by the MOVE Index, spiked to very high readings We see...

Alpine Capital Research commentary for the month of February 2022, titled, “Beta No Longer Has a 40-Year Tailwind.”Circa 1981-82, then Fed Chairman Paul Volcker hawkishly slayed...

On Tuesday, following Russian President Vladimir Putin's accelerated saber rattling and latest moves on Ukraine, investors are increasing their flight to safe havens, obscuring any action or inaction...

After flirting with an upside breakout for months, the US 10-year Treasury yield moved decisively to the upside in recent weeks and broke through a level that appeared to be a ceiling for much of the...

After a run of rising interest rates in recent months, the usual suspects in the US bond market have taken a hit this year. With one exception, all the major fixed-income slices are posting losses in...

Investors in US Treasuries are being squeezed between the rock of Russia’s threat to Ukraine and the hard place of surging inflation. The consumer price index for January registered a 7.5%...