Bonds Analysis & Opinion

What's New: I've updated the charts below through Friday's close. The S&P 500 is now up 10.94% for 2013 and a mere 0.70% below the all-time closing high of April 11th. The yield on the 10-year...

We all know the Fed has short-term rates pinned to the floor. So I’m not saying we’ll see a surge higher anytime soon. And I don’t expect the FOMC to raise rates at its meeting next...

(This Great Graphic and the following analysis is provided by my colleague, Dr. Win Thin. He focuses on Uridashi bond issuance in Japan, which are bonds sold directly to households. The data comes...

What's New: I've updated the charts below through Friday's close. The S&P 500 is 2.39% off its all-time high set on April 11th. The yield on the 10-year note closed Friday at 1.73%, one basis...

It always bugs me a bit when a market event that happens for one cause is attributed to another cause merely to advance an easy narrative. The awful 5y TIPS auction Thursday and subsequent flush of...

There is keen interest in how Japanese investors are going to respond to the new, more aggressive, Bank of Japan monetary policy. Although disappointed that last week's Ministry of Finance data showed...