Please try another search
Asset pricing is often mysterious as a source of figuring out exactly what Mr. Market is discounting, but in the case of bonds these days there’s no ambiguity about the crowd’s outlook....
Bond yields resumed their post-FOMC crash today after a weak two-day respite. Inversions strengthened across the board. Bond Yields Resume Post-FOMC Crash Interestingly, the...
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...
In the fast-paced world of financial markets, success depends on knowledge, strategy, and adaptability. GENERALIFX has emerged as a trailblazer in trading education, helping both novice and seasoned...
Anti-VigilantesWe dimly remember when Japanese government debt traded at a negative yield to maturity for the very first time. This happened at some point in the late 1990s or early 2000ds in...
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...
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...
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...
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...
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...
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...
Market movers today Today, we get final service PMIs (including the ISM non-manufacturing index from the US), which will tell us to what extent the manufacturing slowdown is spilling over to the more...
Ahead of the FOMC announcement the 10-Year to 1-Month spread was +2.2 Basis Points. The spread is now -27.5 BPs. The Fed was hoping to steepen the yield curve with its 25 basis point...
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...
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...
The bond market is bent on having its way and is now pricing in a Fed mistake.In a swift reversal, the bond market began to assume more easing is coming, a day after Fed Chairman Jerome Powell...