Bonds Analysis & Opinion

I was a bit concerned on Friday night when Kim Jong Un announced peace and love for all humanity, but equities aren’t exactly blowing through the roof. In fact, the overnight session started...

US 10 Year Note Futures 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...

The recent move higher in the 10-year Treasury yield was somewhat surprising since the ” the yield curve is going to invert” and “the-sky-is-falling” crowd was out in full...

The 10-year Treasury yield is two bps away from its 2018 high of 2.95% and through that level is 3-3.03%, which are the 2013-high ticks for the key Treasury security, and once we take out 3.03%, we...

Deutsche Bank’s chief international economist warns that inflation risk is rising, posing the main threat for the investment outlook. Some analysts disagree, although the Treasury market seems...

The difference between the 10-year and 2-year Treasury rates narrowed to 47 basis points on Monday (April 16) – the smallest gap since late-2007. The last time this widely followed spread was...

Stories about the death of the bond market have been circulating since 1992. Every one of them has been wrong. Deflationary Period Over? At Mauldin's latest conference, Gavekal's Louis-Vincent Gave...

A widely followed measure of the Treasury yield curve has resumed its decline in recent days, dipping to its flattest level in more than a decade. The narrowing between long and short rates is...

The only way to change the meaning of a word like “transitory” is to put together a constant string of temporary factors that when taken individually keep with the traditional definition...

There has been a lot going on this year, and while the stock market has grabbed most of the headlines, something has been going on in a corner of the market that should not be ignored. US high yield...

Note: We've updated this commentary with data through Tuesday's market close.Let's take a closer look at recent activity in US Treasuries. The yield on the 10-year note ended Tuesday at 2.79% and the...

The Prices Paid Index just rose for its fourth straight month to 78.1: its highest level since April 2011.Why does this matter? Because it’s a MAJOR warning that inflation is coming. You see,...

The Fed is lying about inflation.How do I know? Because several of the Fed’s OWN in-house inflation measures are roaring. The New York Fed’s UIG inflation measure is currently clocking in...

The Fed is lying about inflation.How do I know? Because several of the Fed’s OWN in-house inflation measures are roaring. The New York Fed’s UIG inflation measure is currently clocking in...