Bonds Analysis & Opinion

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...

10-Year Note Non-Commercial Speculator Positions: Speculators raised bets for 3rd week Large bond speculators added to their bullish net positions in the 10-Year Note futures markets again this week,...

The yield curve remains at about the same place it was a month ago.Since the mid-March peak of optimism after the initial reactions to COVID-19, yields have declined, which would suggest that the Fed...

Austria has a storied history in the middle of Europe, but that’s not why investors oversubscribed its 100-year bond last week by nearly nine times, offering €17.7 billion ($19.91 billion)...

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...

Central banks looking for ways to keep credit flowing as interest rates remain low are scrutinizing the yield curve control pioneered in recent years by the Bank of Japan.The Japanese central bank...

Bonds are often the first choice for minimizing tail-risk in investment portfolios, and for good reason. But this is a partial solution at best, and one that dispenses a wide range of...

10-Year US notes are in a bullish trend, now unfolding final stages of correction in wave (4). We see a contracting price activity within a fourth wave, which looks like a triangle. Once all legs are...

So much of the mainstream financial media focuses on the stock market, and yet the corporate bond markets, which includes securitized products and even municipal bonds, have a huge information vacuum...

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

Greece’s new issue of 10-year government bonds last week was more than five times oversubscribed, enabling the erstwhile sick man of Europe to raise €3 billion (US$ 3.4B) at a yield of 1.55...