Bonds Analysis & Opinion

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

The agreement of European Union leaders to issue €750 billion of bonds to help finance COVID-19 recovery has many investors and analysts salivating with anticipation. The first significant...

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

The Fed is failing us.  It started out great.  The initial reaction to the pandemic was timely and forceful.  The yield curve on March 18 was signaling confidence. But, since then,...

Recently, 10-year real yields went to new all-time lows. Right now, they’re at -0.96%. What that means is that, if you buy TIPS, you’re locking in a loss of about 1% of your purchasing...

TIPS may tip Fed policy, as declining real yields indicate a weak economy and loose money.Even investors who aren’t interested in the minus 0.91 yield on 10-Year Treasury Inflation Protected...

Government bonds linked to inflation in foreign markets topped returns for the major asset classes, based on a set of exchange traded funds. Other slices of the offshore fixed-income landscape also...

10-Year Note Speculators reduced bullish bets:Large bond speculators lowered their bullish net positions in the 10-Year Note futures markets this week, according to the latest Commitment of Traders...

Year-to-date gains still dominate the US fixed-income landscape for year-to-date results. Except for junk bonds, the rest of the US bond realm is enjoying a bull run in 2020 through...

Institutional investors scouring the globe for yield have found a new darling. Australian government bonds (AGBs) provide a few basis points in additional yield along with the security of a triple-A...

With such divergence glaringly apparent in the market, I like to look at junk bonds.The junk bonds help us see risk appetite. Last week I did a piece on JNK when they appeared more vulnerable,...

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

Once upon a time the bond market could be counted on for sober analysis and clear thinking in the critical work of providing reliable economic indicators based on the so-called wisdom of the crowd....

If you ever needed addiitonal proof that bond investors put top priority on yield, the recent strong interest in Chinese government bonds provides it.It’s not that investors ignore political...