Bonds Analysis & Opinion

This article looks at a unique market indicator that we’ve put together on the bond market. It provides a nice gauge of expectations for bonds in 2017 and beyond.It is designed to capture Bond...

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...

The premium that investors demand to hold French instead of German debt rose to its highest in almost two weeks on Monday, reflecting unease among investors before the first televised debate in...

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...

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...

The 10-year Treasury yield ticked up to 2.60% on Thursday… again. The benchmark rate reached that level in December (the highest since 2014) following the reflationary wave that followed Donald...

Near-Term US 10-Year Note OutlookThe Mar. 1 note affirmed the bullish view of a large triangle/pennant forming since Dec. 15 high (seen as a continuation pattern) with an upside resolution and gains...

Note: We've updated this commentary with data through today's market close.Let's take a closer look at US Treasuries since last week. The yield on the 10-year note ended today at 2.52% and the 30-year...

One of the world’s most venerable fund managers, Daniel Fuss, vice chairman of Loomis, Sayles & Company, recently spoke out against government bonds amid a litany of geopolitical...

10 Year Treasury Note Non-Commercial Positions:Large speculators and traders sharply raised their net bearish positions in the 10-year treasury note futures markets last week to a new record high...

On February 23, the equivalent yield for the us4w was just 39 bps. That was almost 11 bps (counting full pips) below the so-called money rate floor, to which T-bills are a near enough equivalent to...