Bonds Analysis & Opinion

Investors moved into uncharted waters as yields on 10-year Treasuries, which continued to rise, indicated some skepticism about the Federal Reserve’s insistence it will maintain monetary...

Regular readers might recall back at the start of the year I published my 10 Charts to Watch for 2021. The number 2 chart showed the global backlogs indicator, I noted:"(the issue of backlogs) has 2...

The US 2-Year TreasuryThe 2-year Treasury yield at 0.147 currently trades directly under its next vital point at 0.1511. A break above and the range to the next average becomes 0.1511 to 0.9086 or 75...

For the first time in decades market is concerned about inflation Is this a temporary or persistent problem? CPI and Treasury auctions once again the focus of markets Watch the...

Across the yield curve, small speculators have plowed into Treasury short positions.Treasury Bear FrenzyBloomberg reports Treasuries Bear Frenzy Was the Biggest on Record Last Week. Bond bearishness...

It’s not often that the head the world’s most important central bank recognizes that inflation is heating up while promising not to do much about it anytime soon. But that was Thursday's...

I find this fascinating: examine the symbol FR:T10Y2Y, the 10-year rate minus the 2-year rate. This concoction has done a crackerjack job of predicting every single recession, and the most recent is...

The bull market in bond prices has been steady, durable and trustworthy. Over the past 40 years, if investors could count on anything, it was rising bonds and falling bond yields (interest rates). But...

After a blistering rise in yields last week, US Treasuries on Monday calmed down. Yields on the benchmark 10-year Treasury note receded to about 1.43% from nearly 1.46% at Friday's close after spiking...

Since shortly after the US November elections, my research team and I have been clear about our research and our belief that the bullish rally in the markets would continue to drive the strongest...

by Adam ButtonThe broader market is struggling with weather to interpret rising yields as a sign of economic improvement, inflation or dislocation in the bond market. On Thursday, an ugly rise in...

After today's gain, the United States 10-Year now sits just above a 10-year major resistance level around 1.50%, as shown on the following monthly chart. In the grand scheme of things (since...

Investors are facing a couple of quandaries triggered by the rise in government bond yields. The move is putting pressure on them to look for answers.Quandary No. 1: The prospect of a robust economic...

Since late last year we have reviewed a number of “sustainability linked” bonds. With both issuers and investors in all regions focused on ESG principles, it is likely that we will...