Bonds Analysis & Opinion

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...

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...

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...

SummaryOnce again, corporate net income is moving lower.The belly of the yield curve is still inverted.While the headline GDP report was positive, the internals were a bit weak. The purpose of the...

This year’s red-hot bond-market rally looks set for a new burst of bullish support if the Federal Reserve cuts interest rates today, which is widely expected.US fixed income is already sizzling,...

The problem continues to be, I’m sure, is one of perception. Economists, politicians, and mostly central bankers have been saying for years that the real economy is the one you see in the...

The Federal Reserve is widely expected to trim interest rates tomorrow, and the prospect of low and possibly lower inflation in the months ahead is a key factor.The Treasury market’s implied...

Gold has been trading above $1,400 for more than a month now as bond yields around the world continue to plumb new all-time lows. As much as $13.64 trillion, equal to 25 percent of all sovereign and...

10-Year Note Non-Commercial Speculator Positions:Large bond speculators increased their bearish net positions for a second straight week in the 10-Year Note futures markets this week,...

For all of 2019, I have been watching one analyst after another suggesting investors “fade” the rally in bonds. And, of late, these voices have been getting louder and louder, as I just...

Bonds in emerging and non-U.S. developed markets topped last week’s performance profile for the major asset classes, based on a set of exchange-traded funds. By contrast, broadly defined...