Bonds Analysis & Opinion

Just in case any of you with mortgages and other interest-bearing debt are worried about rates, I’d say this is not a situation that is going to change anytime in our natural lives.10-Year...

Investors headed for the hills Monday, dumping stocks and pouring into government bonds, pushing down yields on benchmarks to levels not seen in months. Are they on to something?Commentators...

Inflation-indexed Treasuries and commodities were the top performers last week for the major asset classes, based on a set of exchange traded funds.The iShares TIPS Bond ETF (NYSE:TIP) rallied for a...

Since the big CPI and PPI prints earlier this week, markets have been trying to figure out direction and sentiment. What will be the outcome of continued higher inflation prints?Capital markets seem...

The minutes to the June Federal Reserve FOMC meeting reinforce the message that we are set for a tapering of QE asset purchases this year, but the form and speed it takes will be driven by the...

The hot inflation numbers are leading to strength for bonds, which is having plenty of secondary effects. Here we see the ZB futures, which are holding on to a modest gain for the day. Looking at a...

by Adam ButtonIs new bond supply coming home? First of all, big congratulations to our Italian and Argentinean readers for this weekend's victories and commiserations to England and Brazil. The bond...

Bond yields are sending an economic warning as this past week 10-year Treasury yields dropped back to 1.3%. With the simultaneous surge in the dollar, there is rising evidence the economic...

The 10-year Treasury yield fell sharply yesterday, dropping to 1.37% — the lowest since late-February. The ongoing decline offers more support for arguing that the reflation trade is fading.The...

Investors in U.S. Treasuries are shrugging off inflation worries and keeping yields well-contained. They seem to accept the argument from Federal Reserve policymakers that the recent increase in...

In recent weeks, I’ve been building models that estimate a theoretical “fair value” for the world’s most important interest rate: the benchmark 10-year Treasury yield (see here...

Treasury investors have been lulled into a complacency that may or may not be well-founded. The June jobs report, due out Friday, will grab some attention but is unlikely to lead to any strong shift...

Nearly every slice of the major asset classes recovered last week from the previous week’s correction, based on a set of exchange traded funds through Friday’s close (June 25). The main...

Investors left no doubt in anyone’s mind that they like bonds from the European Union as they ordered €142 billion of the first bonds in the pandemic recovery program, prompting the banks...