Bonds Analysis & Opinion

In the 70’s, when I was cutting my teeth in investment management, we were in a bizarre world, which included the Sex Pistols and a phenomenon known as the reverse yield gap. For many years I...

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...

Japanese government bonds experienced a spectacular sell-off over the past few days, with the 10-year JGB yield rising by a half of its value.This is taking place in spite of BoJ's pledge to keep on...

Below we are going to look at a few criteria that the iShares Barclays 20+ Year Treasury Bond ETF (TLT) currently falls under that suggest that it is a good long candidate over the next 3 days;250 day...

U.S., Japanese and Australian government bonds tumbled on speculation that unprecedented central bank efforts to spur economic growth will curb demand for the relative safety of government...

This Great Graphic was created on Bloomberg and shows the movement of 10-year bond yields in the US (white), Germany (green) and Japan (yellow) over the past six months. Over this period, JGB yields...