Bonds Analysis & Opinion

The last three weeks of November saw a bounce in the bond market, with intermediate and longer bond yields falling after spending most of 2018 rising.If we look at the US Treasury market (chart 1), we...

I missed another inversion today. So did Bloomberg. A reader of mine caught it from a chart I posted. In addition to the inversion between the 5- and 3-year yields. Today also sported a smaller...

As you’ve no doubt heard, US President Trump and Chinese President Xi were able to reach a ceasefire agreement at the G20 summit in Argentina over the weekend.In exchange for the US agreeing to...

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

10-Year Note Non-Commercial Speculator Positions: Large bond speculators increased their bearish net positions in the US 10 Year T-Note Futures markets last week, according to the latest Commitment of...

10-year note yield falling below the uptrend and psychological line of around 3% will lead to increasing note technical buying. Time will show if lower rates will start supporting the stock market or...

10-Year Note Non-Commercial Speculator Positions: Large bond speculators strongly reduced their bearish net positions in the US 10 Year T-Note Futures markets this week, according to the latest...

This chart looks at the yield of the 2-year note and its 5.5-year performance since 1999. The 2-year yield looks to have double bottomed in 2013 and since then it has been swiftly moving higher inside...

Here’s our first take after the midterm elections.The polls actually got it right, with the Democrats taking the House of Representatives and the Republicans enjoying a slight pickup in the...

Yesterday was election day in the US. As results continue to come in voters in the United States are deciding which political party controls Congress.From the perspective of the financial markets, it...

Mid term elections - there may be a purge, but one place where I know a purge is happening is in the bond market. Prices of Bonds have been falling, raising yields, for almost 2½ years. But it...

My bearish-on-bonds disposition has remain unaltered all year, .and recent activity is pushing us toward what could be an important next step. Of course, the really big step is already done: that is,...

One aspect to the October drop in stocks is that there was no flight to Treasuries. The 10-year Treasury yield jumped from 3.05% on 9/28 to 3.15% by 10/31 and the 30-year Treasury jumped from 3.13% to...

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