Bonds Analysis & Opinion

Central banks around the globe are choking on low-yielding bonds, and as result are now expanding their investment menu beyond Treasuries into equities. Expansionary monetary policies purchasing...

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...

The short answer is probably not. Certificates of deposit (CDs) are safer and have a major yield advantage, even after factoring in the tax benefits of municipal bonds. There are two main reasons that...

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...