Bonds Analysis & Opinion

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...

Curve Watchers Anonymous is taking a hard look at the yield curve in light of the now odds-on market view of a March rate hike.Before looking at the chart below, where do you think rates are relative...

Several potentially negative influences may weigh on bonds in the near-term. And then again they may not. Hence the reason the title of this piece is “Speculating in Bonds” and NOT...

Tonight, the President gives his State of the Union (SOTU) address, his first as President of the United States, and the pre-speech pundit commentary is out in full strength.To keep this...

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 2.36% and the 30-year...

10 Year Treasury Note Non-Commercial Positions: Large speculators cut back on their bearish net positions in the 10-year treasury note futures markets last week, according to the latest Commitment of...

For most markets, it was an uneventful end to the week: the Dow Jones Industrial Average traded marginally lower most of Friday only to reverse up in the final half hour to notch its 11th consecutive...

10 Year Treasury Note Non-Commercial Positions: Large speculators and traders increased their bearish net positions in the 10-year treasury note futures markets last week for the second time in three...

Nineteenth-century writer Frédéric Bastiat, in his classic “Broken Window” parable warned that economic thinking requires us to see what isn’t happening as well as what...

If you’re investing for retirement, chances are that you’ve bought some bonds. But did you buy yours individually or as part of a bond index?The difference may seem insubstantial. And for...