Bonds Analysis & Opinion

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

Yields on Italian government bonds have had a roller coaster ride over the past few weeks as European Central Bank asset purchases kick in, with the ECB poised to increase its coronavirus stimulus on...

Back in June 2019 (exactly one year ago) – I published an article highlighting the increasing fragility in the corporate credit markets. To give you some context: I wrote about the towering wall...

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

First off, a quick “hat-tip” or shout-out to Nicholas Colas and Jessica Rabe at DataTrek Research, which have been posting similar FRED (Federal Reserve Bank of St Louis) charts on the...

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

The rallies have faded, but by holding on to monster gains posted earlier this year the long Treasuries segment remains far ahead of the rest of US bond market so far this year, based on a set of...

“Not for individual resale.”Ever see that label on a box of food, and scratch your head? Like who’s buying this big-mega bag of Chips Ahoy for the purpose of reselling the...

The Eurodollar charts are updated through Friday.  The Treasuries chart is monthly. The Treasuries chart suggests that the yield curve is functionally inverted.  (The 10-year yield needs to...

Inflation-adjusted interest rates in the US have been negative before, but the dip below zero this time is different vs. recent decades: the slide is accompanied by a global economic collapse that may...

If treasury bonds aren’t on your radar, they should be. Many investors and mom and pops own treasury bonds, whether it be a retirement account or pension. Last month, I wrote an article about...

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

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

U.S. Treasury bonds of all maturities have recently flirted with zero percent yields and, in the case of some Treasury Bills, have at times traded at negative yields. As a result, these bonds are...