Bonds Analysis & Opinion

When a potental economic downturn is first sensed, investors gradually start to shift into what is perceived as safe assets, namely Treasury bills, notes and bonds. As more and more investors pick up...

What makes the latest installment of the risk rally so interesting is the fact that US Treasurys – “safety” – have not become less attractive to investors even as risk has...

“We are literally running out of superlatives to describe how much we hate bonds.”  - Jeremy Grantham, GMO Advisors As of this writing, the 30-year Treasury yield is a shade above 3%....

It's amazing how things can change in just a couple of months. Back in November, we saw Italian bond yields rise to unsustainable levels as problems in Greece, Ireland, and Portugal popped out one...

Interesting contrast between Bill Gross, the largest manager of fixed income in the world at PIMCO, and Warren Buffett, Chairman of Berkshire Hathaway (BRK.A). Gross is heavily invested in U.S....

I’ve seen a number of articles recently arguing that high yield bonds are still cheap. Today I began an investigation to analyze this claim.Here’s my bias: at the first investment shop I...

Today the Swedish National Debt Office (SNDO) published details on the new 20y government bond. The bond, named SGB1056, will mature on 1 June 2023, and it will be introduced through a syndication in...

Prime Minister Harper delivered a very important speech in Davos this week on the need to adopt new measures to ensure the long-term sustainability of social programs in Canada. After his recent...

If someone were to ask me my opinion on Junk Bonds at present, fool that he would be to ask me because I know real experts elsewhere, I would say this: They are good for a speculative trade, but dumb...

Sometimes a picture really is worth a thousand words... and a couple of centuries. Graphing 222 years of U.S. long-term interest rate history isn't exactly actionable information, but it's damn...

Eurozone forecast  Growth and inflationThe economic data are consistent with the eurozone being in a recession in Q4 11 and going into 2012. However, there are tentative signs of stabilisation in...

The yin and yang of the Chinese economy was on display Wednesday as disappointing housing data followed up yesterdays upbeat data. The euro is strong to start the day while the US dollar lags. The...