Bonds Analysis & Opinion

Financial markets are structured around risk. When optimism rises, investors seek growth, but when pessimism takes hold, investors’ prime objective is preservation. Fear is a more powerful...

Two Federal Reserve officials have recently dismissed it. But a research note published this month by the San Francisco Fed paper advises that the yield curve is still a relevant economic signal for...

Yes, I’m writing another post about bonds. I think it’s an important topic because just about everyone is expecting bond yields to go to the moon as they call for the end of the 30+ year...

Trade tariff talk is just that, we've yet to get anything concrete. Yet, the market is emotional.This is nothing new, if there is anything we've learned from the first year (+) of the Trump...

Cleveland Federal Reserve President Loretta Mester on Monday said that the recent flattening of the yield curve isn’t a sign that the US economy is weakening. Her comment follows a similar...

Stock markets around the world tumbled last week over concerns about a possible trade war between the US and China. The risk-off posture generated renewed demand for bonds, particularly foreign bonds,...

In my role as a long-term investor (trading is a different story) I don’t care about Chinese purchases of US Treasuries. You shouldn’t either.The issue is the focal point of the trade war...

Above looks at 2- and 5-year yields over the past 30 years. The rally of the past couple of years has both of them testing 25-year falling resistance line (A) at each (1). While testing this long-term...

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 2.89% and the...

Rates are rising once again. Over 90% of investors focus almost exclusively on stocks. This is a mistake. The reality is that everything happening in stocks since 2008 has been the direct result of...

Once again, 10-year Treasury yields failed at the top end of a long-term channel, although can push higher near term, creating a trading opportunity in iShares 20+ Year Treasury Bond...

In markets it's important to be mindful of both the tides and the waves, and the latest weekly sentiment survey on Twitter provides some food for thought on that statement in regards to the bond...

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

The insanity of Central Bankers knows no bounds.The latest indication of just how far “down the rabbit hole” the financial world has gone comes from Japan where it was announced that the...