Bonds Analysis & Opinion

Bill Gross is by any measure financially sophisticated. Which is why it’s entertaining to watch him reconcile his undoubtedly well-honed skills at investing with his firm’s management of...

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Using the spread between 30-year and two-year U.S. Treasury yields we can gauge when policy makers are in control of market participants’ perceptions and when they are losing control to the free...

The Federal Reserve’s expressed desire for quantitative easing and Operation Twist has been to lower long-term interest rates. The response to the announcement of QE3 on September 13th has not...

Sorry for the lack of publishing recently. I have not been feeling well. Not sure what it is, but I am feeling a little better now. Under normal circumstances, where a few defaults don’t...

The Fixed Income market has been a tough place to find much value for far longer than I can remember. And yet, that hasn’t stopped the returns from being nothing short of spectacular. In fact,...

Given today’s move higher past 1.66%, the yield on the 10-Year U.S. Treasury has pierced through support. Having said this, yields may probe higher. The Credit Suisse technical analyst team of...

Several months ago, we pointed out that municipal bond supply emanating from new projects has remained low from a historical perspective which has been driven by resistance on a state and local level...

Investment grade (IG) corporate bonds continue to attract investment dollars. The latest fund flows show about half a billion inflows into IG ETFs (like LQD) and $1.8 billion into IG mutual...

The third quarter of 2012 saw the municipal bond market outperform US Treasuries after a second quarter that saw a precipitous drop in Treasury yields. To give you a flavor, at the start of the third...

Shares of ISHARES Barclays 20+ Year Treas (NYSE: TLT) have reached their declining-trend resistance line, which should result in a reversal.On Wednesday, TLT reached the resistance line created by...

With the approach of the "fiscal cliff" in the US, it might be useful to consider what effect significant deficit reduction might have on the Treasury market. Conventional wisdom appears to be all...

Several days ago, we talked about the Federal Reserve’s intent of improving financial conditions by way of balance sheet expansion and QE. Their recent policy action is generally supportive of...