Bonds Analysis & Opinion

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...

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...

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...