Bonds Analysis & Opinion

Yes, there is debate and discussion about the the trade of the century reversing and US Treasurys finally falling in price. That is looking more and more possible as the weeks go on. In fact I am...

Consumer spending has been lackluster as of late but there is evidence to suggest that housing is picking up which is a good sign. As we have seen in the past, gains on the housing front coupled with...

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...

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...

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...

With yesterday’s close at 1.62%, the 10-Year U.S. Treasury has held support at 1.63%. Given this, the yield on the benchmark note may probe lower and test the 1.54% resistance level. Despite...

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...