Bonds Analysis & Opinion

In this space I write a lot about inflation, but specifically I focus mostly on US inflation. However, inflation is substantially a global process – a paper by two ECB economists in 2005 (and...

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...

This week Durig Capital reviews a supplements company who is combining the best of traditional and online retailing. The Vitamin Shoppe (NYSE:VSI) has combined the convenience of online retail with...

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...

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,...

This week, I took a long hard look at the survey results and a series of other charts, because they all seemed to be challenging my medium term views and biases. Not only that, they seemed to be...

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

Well, I’ll shut up about the oil gap and turn my attention to something even more important: bonds. Treasury bonds have been roaring higher all week and that’s not great for me because my...

After talking about it for several weeks, the European Commission on Thursday unveiled a proposal for a new asset-backed security. The backing would be sovereign bonds weighted by the size of the...

The 10-year Treasury yield has been the topic of conversation lately among fixed-income investors. Earlier this month, the T-note closed above 3 percent for the first time since July 2011, prompting...

The 10-year Treasury yield has been the topic of conversation lately among fixed-income investors. Earlier this month, the T-note closed above 3 percent for the first time since July 2011, prompting...