Bonds Analysis & Opinion

Investors are having a fit. For the first two months after the early March Italian elections, investors could hardly care less. Italy's premium over Germany to borrow money for a decade fell to a...

An inverted yield curve occurs when the yield on shorter-dated securities is above that on longer-term bonds; and it has predicted all nine U.S. recessions since 1955, according to Bloomberg. Of...

US Treasury yields are rip-roaring vs other developed countries. The bet is on inflation. Which is it: Faster growth or higher inflation? That's the question people are asking as US Government Bonds...

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

Simply put, the bond market got clobbered this week.After yields on the Benchmark 10-year treasury sat below the 3% level for almost a month, they finally broke through and by quite a margin. The...

We’ve been waiting years for our fixed income trade of a decade…Our target’s at the top of the long-term Treasury Bond Channel near 3% on current 10-year yields. And recently, we...

For the first time in a decade, the yield on 3-month Treasuries exceeds that of S&P 500 dividends. The above chart is from the Financial Times article by John Authers, Authers’ Note: Hunting...

The market expects a 100% chance of a hike in June and a 78.2% chance of at least one more hike by September. Then what? December Rate Hike Odds 10-Year Treasury Yield vs Fed Funds Rate 10-Year...

To date, 2018 has been a particularly rough year for investors in US treasury bonds.After starting the year with a yield near below 2.5%, the benchmark 10-year bond has seen yields surge to a high of...

To date, 2018 has been a particularly rough year for investors in US Treasury bonds.After starting the year with a yield near below 2.5%, the benchmark 10-year bond has seen yields surge to a high of...

I try to stay away from making predictions. I don’t see the upside. If I am right, then yay! But after the fact, predictions often look obvious (hindsight bias) and it is hard to get much credit...

This week, Durig Capital revisits a rent-to-own operator making outstanding progress in addressing a growing economic segment of the purchasing population, last reviewed in “Rac Up 7.62%...

10-Year Note Non-Commercial Speculator Positions: Large treasury bond speculators reduced their bearish net positions off of a record high level in the 10-Year Note futures markets this week,...

Fundamentals: Demand-supply effect in May is expected to be the opposite of what we saw in April. Total net issuance of Germany, France, Belgium and Netherlands adjusted for Purchase Program should be...