Bonds Analysis & Opinion

There may be credit challenges in public finance; but for the fifth year in a row, per S&P, upgrades outpaced downgrades.Healthcare bill update: Without enough votes in the House of...

Note: We've updated this commentary with data through today's market close.Let's take a closer look at US Treasuries. The yield on the 10-year note ended today at 2.38% and the 30-year bond closed at...

The Fed’s consensus is now for additional rate hikes. Cleveland President Mester – who is a non-voting member – argued for 3 rate hikes this year in addition to a reduction in the...

10 Year Treasury Note Non-Commercial Positions: Large speculators sharply decreased their bearish net positions in the 10-year treasury note futures markets last week for the third straight week,...

Many Mish readers have been asking about US treasury yields.Are yields going up or down? My fearless forecast is yes, yes, and yes. A series of charts will explain. US Treasury Yield Curve Chart...

Note: We've updated this commentary with data through today's market close.Let's take a closer look at US Treasuries since the Fed's rate hike last week. The yield on the 10-year note ended today at...

Why are investors rushing back into safe-haven Treasuries? Maybe the crowd’s recognizing that political risk for the US is higher than previously assumed. Or perhaps the softer estimates for...

The U.S. 10-year YIELD has violated last week's post-Fed, rate-hike low of 2.48% and looks to be heading for a confrontation with the Nov.-Mar. up trendline, now at 2.44%, which must contain downward...

10-Year Treasury Note Non-Commercial Positions: Large speculators and traders sharply decreased their bearish net positions in the 10-year treasury note futures markets last week, according to the...

The 10-year YIELD is pressing toward a test of Wednesday's post-FOMC low, at 2.48% (40.40 TBT), which if violated, should trigger additional weakness in YIELD into the vicinity of the dominant support...

Market movers ahead Euro Flash PMI to remain strong in March as exports and investments are seeing a tailwind at the moment. Euro wage growth for Q4 will also be released. We expect another soft print...

We are a week short of two months into the Donald Trump presidency. The story is told in the two charts below. We can see that Treasury yields have risen since yearend across the board, with...

US Treasury Bond prices have defied gravity or 2 years. Yes they have come down from their 2016 peak prices substantially. But wasn’t there a consensus call for a massive reversal of the 30 year...

10 Year Treasury Note Non-Commercial Positions: Large speculators sharply decreased their bearish net positions in the 10-year treasury note futures markets last week just one week after significantly...