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Bonds Analysis & Opinion

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Jared Dillian
You Have to Buy Bonds Even When Rates Are Low By Jared Dillian - Aug 12, 2019

Interest rates are currently low. That is by far the biggest concern among bond investors. They are drowning in worry about low interest rates and their effect on bonds. So let’s address...

Alhambra Investment Partners, LLC
Factoring The Lumps In The (Global) Slump By Partner News - Aug 11, 2019

The British manufacturing sector pulled the English economy into contraction for the first time since 2012. Real GDP declined by 0.2% Q/Q in the second quarter of 2019, another minus sign to add to...

Zachary Storella
10-Year Note Speculators Continued To Raise Bearish Bets By Zachary Storella - Aug 11, 2019

10-Year Note Non-Commercial Speculator Positions: Large bond speculators raised their bearish net positions in the 10-Year Note futures markets once again this week, according to the...

Jesse Felder
Bonds: The New FANG By Jesse Felder - Aug 07, 2019

It was nearly five years ago, in late-2014, that I wrote a piece titled, “Here’s Why The Long Bond Could Be About To Blast Off.” At the time, I argued that the combination of...

John Mauldin
The Yield Curve Inverted Months Earlier Than Most Think By John Mauldin - Aug 07, 2019

The inverted yield curve is one of the more reliable recession indicators. I discussed it at length last December. At that point, we had not yet seen a full inversion. Now we have, and it appears the...

Hale Stewart
Turning Points: Corporate Earnings Under Pressure By Hale Stewart - Aug 06, 2019

SummaryCorporate earnings are under pressure. The yield curve is still inverted; weekly manufacturing hours worked continued to decline, indicating additional jobs-market weakness. The pace of...

Avi Gilburt
Are You Still Trying To “Fade” The Bond Rally? By Avi Gilburt - Aug 06, 2019

For weeks, if not months, I have been reading one bearish bond article after another. In fact, many of these same writers have been arguing with me for months about the bond rally I expected back in...

Zachary Storella
10-Year Note Speculators Edged Bearish Bets Higher By Zachary Storella - Aug 04, 2019

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

Alhambra Investment Partners, LLC
A Day Later, No Takers Anywhere By Partner News - Aug 02, 2019

I see it as reality intruding. The myth of the Fed continues to linger in the popular media, the mainstream press will dutiful parrot the idea that rate cuts and an end to QT are “highly...

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