Bonds Analysis & Opinion

SummaryThe yield curve hasn't moved much in the last six weeks. While the corporate market has moved out in absolute terms since the first of the year, the spread to the corresponding treasury is...

The chart above looks at the yield on the US 10-Year note (TNX) over the past 25-years. The long-term trend is down as an important trend test is in play currently. The 10-year yield has spent the...

The Federal Reserve is widely expected to raise interest rates today, a policy move that may further squeeze the difference between short and long Treasury yields. If the already narrow rate spread...

Just about the only “honest” market left is bonds, which are reflecting the true underlying state of the world economy. The EMB market, which peaked on January 5, has been following a...

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

European political uncertainty spiked volatility in sovereign bond markets and the euro Hawkish emerging market monetary policy attempts to alleviate local FX havoc and inflationary concerns Chances...

This week it's a look at credit risk pricing in the eurozone. This is a chart I've been using a lot in recent months, of course as of the last week it's looking a bit more interesting! The reason why...

This week, Durig Capital looks for a third time at an oil and gas producer serving one of the biggest energy markets in the nation. California Resources Corp (NYSE:CRC) was reviewed in both June 2016...

Trading successfully over an extended period of time is not easy. Period. It takes investment capital that can be risked, a money management plan, a method for deciding when to enter a trade, criteria...

Italy’s political crisis triggered a risk-off event yesterday that sharply cut US Treasury yields. The 2-year rate fell to 2.32%, the lowest in more than a month as the benchmark 10-year yield...

Through the cycle a lot of factors push and pull bond yields around, but as I was doing some research on governance rankings across countries I found an interesting yet intuitive correlation. Based on...

This chart looks at the yield on the 10-year note over the past 9 years. A double bottom looks to have taken place as it hit identical lows in 2012 and 2016. Yields have rallied since the lows in 2016...

According to numerous treasury bears, yields would soar out of control once the 3.0% threshold broke. Well? Here are some amusing predictions. No Such Thing As Lines in the Sand Note to Bill Gross,...

One of the financial world’s most dangerous expressions is “this time is different”, because the expression is often used during investment bubbles as part of a rationalization for...