Bonds Analysis & Opinion

CNBC broke the story last Wednesday that PIMCO’s Bill Gross was buying Government bonds (see story here) Why does he like bonds now? Could part of the reason be the patterns and bond sentiment...

U.S. corporate CDS are tightening to new lows, as the Fed continues to pump liquidity into the market. The JPMorgan CDX indices which measure spreads for the "on-the-run" CDX (and include rolling into...

What the Bank of Japan is doing is not unprecedented. Rather it is the pace of its asset purchases that is striking. It will do in two years what the Federal Reserve took five years in terms of...

On Thursday the Debt Office will tap SEK1bn of the 2017 bond SGBi3107. We still like the shortest linkers best. So far this year, the shortest linker SGBi3105 has, together with SGBi3102, yielded the...

What's NewI've updated the charts below through Friday's close. The S&P 500 is only 1.08% off its all-time high set on April 2.The yield on the 10-year note closed Friday at 1.72%, which is the...

If you own a short-to-intermediate term bond portfolio, and you did not need to tap the cash for a few years, would you prefer rising short interest rates, or falling rates? The correct answer is...

On Monday of this week, Stockton, California won permission from a state judge to remain under court protection after it was found that creditors did not negotiate in good faith with the city. This...

Note from dshort: Japan's Nikkei 225 has been on a tear of late and is now up 54.8% from its interim low in November of 2011. Earlier today Kyle Bass of Hayman Capital Management was interviewed on...