Bonds Analysis & Opinion

The Atlantic notes that 10-year Treasury bond yields have hit a 220-year low: One of these days, the bond vigilantes will show up. Friday was not that day though. Monday's not looking good either. The...

Fundamental NewsToday’s Highlights: GDP (QoQ) (CH, 6:45 GMT)German Retail Sales (MoM) (GER, 07:00 GMT)Nationwide HPI (MoM) (GB, 07:00 GMT)French Consumer Spending (MoM) (FRA, 07:45 GMT)ECB...

Note from dshort: Financial turmoil in the Eurozone continues to take the spotlight in financial news. But an important sidebar is the sharp decline in Treasury yields. The 10-year note closed the day...

Fixed-income markets signaled a new level of fear on Wednesday with no solutions in sight for Spain and global growth slowing. The yen was the top performer while the Australian dollar lagged. The...

Only a month ago, investors were OK with the world. The North American economy was strong and growing, unemployment was slowly coming down and corporate profits were at record levels. How quickly...

The euro fell near its two-year low against the dollar on Tuesday on concerns about the cost of shoring up Spanish banking system pushed Spanish debt yields to around 6.5%. Pessimism over Greece is...

Would you pool your debt with a bunch of debt addicts that have no intention of reducing their wild spending habits?  Of course you wouldn't. But that is exactly what Germany is being asked to...

Here is the Bear Pennant that is plaguing all of the equity indices, some individual stocks, many commodities and, of course, is a copy of the driving Bear Pennant in EURUSD. It is worth looking at...

The old joke says that if you owe the bank $1 million you have a problem, but if you owe the bank $1 billion, the bank has a problem. That is the situation in Europe in a nutshell. The highly indebted...

Note from dshort: The market selloff in recent days prompted me to update my Treasury yield data. The yield on the 10-year note hit an interim high of 2.39 on March 19. Today it closed at 1.76, which...

Putting aside the likely exit of Greece from the euro and the possible exit of Spain from the euro and the stresses this will cause on the currently forgotten woes of Italy and Portugal not to mention...

Since good ole operation Twist started, the Ten Year has remained in a tight range giving good buy and sell signals. Whenever TNX went above 2.10 the market sold off. Whenever the Ten Year yield...

Well it looks like the relative “safety” of corporate bonds will not be spared from the upcoming sell-off in risk and one that could become that fast flight to liquidity detailed last...