Bonds Analysis & Opinion

10-Year Note Non-Commercial Speculator Positions:Large bond speculators increased their bullish net positions in the 10-Year Note futures markets this week, according to the latest Commitment of...

Bonds have been in a bull market for decades, and it has been a costly idea to bet against them. Is the bond bull market about to end? An important support test is at hand that will go a long way in...

When a central bank announces a formal policy change to lift inflation it’s reasonable to expect that the government bond market would notice. But so far there are few signs that US Treasuries...

The European Central Banks (ECB) is trying its best to stimulate the eurozone economy with a variety of asset purchase programs, but it has a much harder job than the US Federal Reserve in this...

Large bond speculators increased their net positions in the 10-Year Note futures markets this week, according to the latest Commitment of Traders (COT) data released by the Commodity Futures Trading...

Last week I briefly reviewed the case for casting a wary eye on expecting the standard stock-bond asset allocation to fulfill its historical role as a risk-management tool. Let’s extend this...

10-Year Note Non-Commercial Speculator Positions:Large bond speculators cut back on their net positions in the 10-Year Note futures markets this week, according to the latest Commitment of Traders...

Has the bond market run out of road as a portfolio-diversification tool? No one knows for sure, but for some analysts the writing’s on the wall and markets are facing regime shift. The key...

There was a time, just after the first oil crisis in the 1970s, that the collection of emirates and kingdoms along the Persian Gulf coast were so flush with cash that the biggest challenge they faced...

[This blog post is an excerpt from a TSI commentary published within the past two weeks]Many analysts downplay the Fed’s influence on bond yields, but we don’t think it’s possible to...

10-Year Note Non-Commercial Speculator Positions:Large bond speculators lowered their bullish net positions in the 10-Year Note futures markets this week, according to the latest Commitment of Traders...

Heavy bond action continues. The TLT (NASDAQ:TLT) (iShares Barclays 20+ Treasury Bond Fund) is working on a fourth straight loss after opening today’s session with a gap higher open. This nasty...

A bigger, five-wave recovery on BUND which started in 2018 can be over, as price made a sharp turn lower from the highs. A sharp drop can be the first evidence of a top in place, and that a minimum,...

It’s getting harder to square record low yields on US Treasuries with record high stock prices in the broader equity indices. A flight into Treasuries amid COVID-19 uncertainty and a boomingly...