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...

Depending on the slice of the Treasury market, inflation expectations are rebounding—or the outlook for economic growth is weakening. One of these implied forecasts is probably wrong, or least...

“The current environment may be more uncertain and riskier than any we have seen in our lifetimes. Yet, spreads say the future has never been more certain.” We recently wrote that line...

The coronavirus pandemic, its impact on the economy, and efforts to combat both challenges continue to roil the market for US Treasuries, with sentiment shifting bullish or bearish depending on the...

In normal times, August is a quiet month for government bond issues as many investors—as well as government officials—head for the beaches or extended holiday trips.But these are not...

Bonds I: Eulogy. Let me begin my eulogy for the Bond Vigilantes with apologies to William Shakespeare. The emotional eulogy for Julius Caesar that Shakespeare penned for the character Marc Antony in...

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...

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...

Junk Bonds, via SPDR® Bloomberg Barclays High Yield Bond ETF (NYSE:JNK), rallied Friday closing above the 50-week moving average. Then again yesterday, JNK ran up to yet another new high since...

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...

The demand for safe-haven government bonds shows no sign of easing. It’s not hard to understand why when you consider renewed concern that the US economic recovery is cooling, US-China relations...