Bonds Analysis & Opinion

In our assessment of popular bond funds, we looked at a group of bond funds that often make shortlists for advisors –DoubleLine Total Return Bond I, DoubleLine Core Fixed Income I, PIMCO Total...

Last year, the 10-year US Treasury bond yield peaked at 3.24% on November 8 . Last year, when the yield first rose above 3.00% on May 14, there was lots of chatter about how it was likely to rise to...

What does the technical picture tell us about the 10-Year US Treasury yield? The pale green area in the chart below is a rising trend channel. Rates rose within that channel since the mid-2016 secular...

News headlines trumpet that the post-Christmas equity rally is stalling. It is. But how much of it is self-perpetuated?Similarly, how would retail investors react when all the financial media warn...

Supported by the Federal Reserve’s recent pause on raising interest rates, corporate bonds are leading the US fixed-income sector higher in 2019. Junk bonds and long-term corporates are...

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 in late December, according to the latest...

Bond flow around the April mortgage bond auction could be another source of downwards pressure on EUR/DKK FX forwards along with high net position. We reiterate our view that the EUR/DKK FX forward...

SummaryThe latest PPI and CPI reports indicate that price pressures are contained. The Beige Book contained weaker anecdotal comments. Three more Fed governors issued dovish statements. This week, the...

The bounce is just about over.Multiple interventions, and active buying by the PPT have juiced stocks higher, but the Powers That Be cannot make the Everything Bubble whole again. The fact is that...

SummaryThe latest Fed Minutes indicate a clear change in policy. Speeches by Fed presidents support this analysis. The yield curve continues to narrow; we're seeing modest inversions in small sections...

United States 10-Year: I believe that the break below this multi-year support line of Treasury yields is a very positive indication for global equities rather than a signal of “return to...

It started with pants. Guys started to pull them down exposing their underwear. Sagging pants they called it. It became a cultural thing. You saw it everywhere. Stories appeared with kids unable to...

SummaryFed Chairman Powell got the message from the markets. Other Fed governors are now taking a wait and see attitude. This is good, because the yield curve continues to narrow. As we start a new...

US Treasury bonds have been the subject of some debate since the Fed announced the end of its bond-buying programs. Rates had to go up, said the Fed. But they have not. Then the Fed started to run off...