Bonds Analysis & Opinion

If your historical perspective is defined the last several months, the recent jump in the benchmark 10-year Treasury rate looks significant. But a longer term view suggests otherwise. That will change...

The recent rise in Treasury yields is on hold for the moment. So is the normally shifting sands of trailing yields for the various components of the major asset classes, based on a set of exchange...

The sanctions imposed by the U.S. against Russia last week included barring American financial institutions from buying ruble-denominated debt at auction, and Russian sovereign bond yields accordingly...

Stabilizing UST yields month to date gives investors more confidence in shorting the USD, but growth downgrades on covid-related setbacks in EM could slow this move. The USD sell-off itself is...

Click on and expand the above iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) chart and you’ll see the ETF holding weekly support. If readers would then look at the bottom third of the chart,...

A US economy littered with super-buoyant readings would typically place upward pressure on market rates. That is clearly not what is happening right now. The question is why? The Fed at zero and bond...

Retail Sales are projected to surge  Stimulus check, better weather and return of Texas could mean 10% rise Bonds remain nonplussed Lower bond yields should keep the risk-on trade...

Everyone agrees investors will be paying close attention to the March consumer price index release from the U.S. Labor Department today [Tuesday]. What analysts don’t agree on—because they...

Over the past several days, buying interest has resumed in US 10-year T-Notes, after it fell below its long-term uptrend channel median, as shown on the following monthly chart.Major resistance lies...

Does a 1.7% US Treasury yield look right after Friday's payrolls report?This is a boom period for the US economy. Granted, it is all about emerging from a hole of Covid-19 induced despair, but it will...

The EU is missing a bridgeIt is well documented that Eurozone fundamentals do not support the type of reflation trade that is gripping US markets. When asked, most of us would instinctively mention...

'Inflationista' arguments are well known But what if price pressures are a function of supply chain? Wage increases and credit growth have been weak Treasury auctions will be...

Investors paused in driving US Treasury yields higher as repeated remarks by Federal Reserve policymakers pushed analysts to suggest bets on an early rate increase were overdone.Of course, early is a...

Let’s start with the conjecture that bonds, by way of TLT) are going to have a multi-week bounce as interest rates ease back.If that holds true, I would speculate financial institutions are...