Bonds Analysis & Opinion

When the Fed announced that they were going to stop Quantitative Easing the Bond market felt a shock. But is soon recovered and stopped bleeding. Then they announced the first interest rate hikes and...

Quick post. Here's a chart I featured in a recent report on global bonds. It's also one of the resident charts in the global-scan page of my weekly market chart pack....TO THE POINT: global sovereign...

Slowly, slowly, the wheel turns, and I’m very pleased to see bonds still in tip-top shape. I’ve removed the price bars so you can see the drawn objects and moving averages plainly and...

OK, first the bad news. In terms of the long-term, we are probably in the midst of a rising interest rate environment. Consider the information contained in Figure 1 from McClellan Financial...

In a year when we have seen commentators talking about the relative flatness of yield curves, we have a conundrum when we look at the US Treasury yield curve and the US muni yield curve (shown here as...

Treasury Bonds have been around for ever. And for as long as any active investor has been alive and allocating capital they have been going up in price. That may be about to change though. The chart...

The above chart was provided by Gary Morrow, a solid technician who writes with a few other guys at “This Week on Wall Street” (http://thisweekonwallstreet.com/). The significance of the...

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

10-Year Note Non-Commercial Speculator Positions: Large bond speculator’s bearish net positions were virturally unchanged in the US 10 Year T-Note Futures markets this week, according to the...

Yesterday’s piece generated a lot of interest, so we’re going to develop this theme some more.The key item of note is that while US stocks are holding up, the Fed’s hawkishness has...

The Federal Reserve is expected to raise interest rates again later this month, but if that’s another signal that headwinds are building for fixed-income securities the warning isn’t...

Continued contraction in corporate issuance of high-yield bonds is likely creating a supply-demand imbalance, helping the likes of iShares iBoxx $ High Yield Corporate Bond (NYSE:HYG).Eight months in,...

The yield curve has been on everyone's mind these days. Mostly, will the curve invert, how much and will it project to a recession. History tells us when the curve inverts a recession is likely. The...

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