Bonds Analysis & Opinion

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...

Well, this month appears to have presented the triggering event that will tip the Fed's hawkish bias over the tipping point. It seems likely now that the Fed will chase the natural rate down to zero...

U.S. CDC SAYS NOW IS THE TIME FOR BUSINESSES, HOPSTIALS, COMMUNITIES AND SCHOOLS TO BEGIN PREPARING TO RESPOND TO CORONAVIRUS – TELEBRIEFING U.S. CDC SAYS WANTS TO PREPARE AMERICAN PUBLIC FOR...

10-yearear U.S. notes are trading in an uptrend since the last quarter of 2018, and unfolding a big, five-wave cycle. We labelled a turn lower from the 132'14 level as a corrective wave (4) which...

There is an old story about a little boy who was such an extreme optimist that his worried parents took him to a psychiatrist. The doctor decided to try to temper the young boy’s optimism by...

This post was written exclusively for Investing.comThe risk appetite among investors appears to be on the rise and that means yields may be on their way higher. Equity markets are climbing following...

It happened before, in 2012-2013, but the US economy muddled through a soft patch. Is it different this time? It’s a question worth pondering as the global economy struggles to model the...

Interest rates have declined back toward the August lows (though they have bounced back up a bit over the past couple of days). Generally, this month has continued the trend that suggests the Fed will...

The new year is not quite a month old but that hasn’t stopped US bonds from piling up impressive returns. For the strongest corners of fixed income, it’s fair to say that 2020 has been...

The Fed cracked open the door to cutting rates later this year by emphasizing that the central bank is determined to avoid the kind of low inflation that's plaguing several developed countries. The...