Bonds Analysis & Opinion

The extraordinary gains in long Treasuries so far this year is a sight to behold. In the rush to safety this year, U.S. debt has been a clear winner and within this space long maturities have left the...

We are all praying for the Wuhan virus to die. But there is something the virus can actually “cure” itself: deflation. I put the word cure in quotes because it's not an actual issue in...

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

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

This post was written exclusively for Investing.comYields are likely to remain low for the foreseeable future as the velocity of MZM Money Stock falls to its lowest level in modern times. The...

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

Boring Investment Grade bonds could be sending a very important macro message of late! This chart looks at Investment Grade ETF (NYSE:LQD) on a weekly basis over the past 20-years. LQD...

The upheaval in global financial markets this year is unleashing profound effects on U.S. fixed-income assets—negative and positive. Depending on the slice of the bond market, year-to-date...

The financial markets have been panicking and it’s producing some huge swings across asset classes. One asset that may be producing a monster reversal is treasury bonds. The flight to safe...

The "Bond Freak" is wondering what's going on. I have an answer from Lacy Hunt at Hoisington Management. Record 30-Year Long Bond Gyrations What's Going On? Given that a deflationary crash is...

I have been tweeting constantly, and telling all of our investors, and anyone else who will listen, that TIPS are being priced at levels that are, to use a technical term, kooky. With current median...

Coronavirus-related selling took a toll on equity markets last week (and more of the same is in store for today). But in a striking bit of defiance, US real estate investment trusts (REITs) bucked the...

On Friday I tweeted a picture from our daily chart pack, and mused that either credit is too negative or stocks are not negative enough. I spent the weekend thinking about why the bond guys seem to be...

The relatively high and positive yields in U.S. government bonds have been an outlier in global markets, but coronavirus blowback appears on track to wipe away that spread (or at least make a hefty...