Bonds Analysis & Opinion

The yield difference on the benchmark 10-year Treasury Note less the 3-Month T-bill fell to 1.03 percentage points on Wednesday (September 6), the lowest since Jan. 2008, according to daily data...

The U.S. Federal Reserve has been in a gradual tightening cycle for some time as policymakers nudge interest rates higher and taper other quantitative easing (QE) measures. As they got started, China...

10-Year Note Non-Commercial Speculator Positions: Large bond speculators lifted their bullish net positions in the 10-Year Note futures markets this week, according to the latest Commitment of Traders...

Foreign exchange traders don't necessarily pay that much attention to US Treasury auctions but in current markets may wish to do so. Monday's strong demand for 5-Year US Treasuries (USTs) has rippled...

In this video we look at the prospects for a QT (Quantitative Tightening) tantrum for the bond market. The video walks through a couple of slides of a recent edition of the Weekly Macro Themes...

10-Year Note Non-Commercial Speculator Positions: Large bond speculators sharply raised their bullish net positions in the 10-Year Note futures markets this week, according to the latest Commitment of...

US Treasury bonds are going to move down in price. We have heard this for the last 2 years now, yet as the Fed has started to raise interest rates they have not moved all that much lower. Their prices...

The persistence of low inflation will be a key topic at the Federal Reserve’s at the Jackson Hole Symposium that starts on Friday (Aug. 24). But as the world’s monetary elite prepare to...

Note: We've updated this commentary with data through Friday's market close.Let's take a closer look at recent activity in US Treasuries. The yield on the 10-year note ended Friday at 2.19% and the...

Adding to the FOMC’s general inflation confusion about money and economy, all the major factors it is supposed to be competent about, policymakers are also having trouble figuring out why as...

10-Year Note Non-Commercial Speculator Positions: Large speculators lifted their bullish net positions in the 10-Year Note futures markets this week for the first time in three weeks, according to the...

Let's have a look at a long-term perspective on Treasury yields as of today's close. The chart below shows the 10-Year Constant Maturity yield since 1962 along with the Federal Funds Rate (FFR) and...

Alan Greenspan, former chairman of the Federal Reserve, has been making headlines after suggesting that government bonds may be a bubble about to burst. Greenspan is no stranger to calling crises...

Last week former Fed Chairman Alan Greenspan warned that the bond market was a gigantic bubble waiting to burst.This week, another financial elite, Jamie Dimon, CEO of JP Morgan, has said the same...