Bonds Analysis & Opinion

This past week, the Federal Reserve issued their latest meeting minutes. They viewed the labor market positively: unemployment and initial claims for unemployment were low while wages were increasing...

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, according to the latest...

I was planning to write an article today about the shape of the yield curve. Since the Global Financial Crisis, the Treasury curve has been very steep – in early 2010 the 2y/10y spread reached...

Inflation expectations have been ticking higher lately, according to several sources, signaling that headline measures of year-over-year price indexes could reach the Federal Reserve’s 2%...

10 Year Treasury Note Non-Commercial Positions: Large speculators and traders sharply boosted their bearish net positions in the 10-year treasury note futures markets in the final week of 2016,...

I began trading in 1987. At the time, I noticed that the bond market was falling. I was confused because the stock market was rallying while the bond market was creating a great, low risk alternative...

Bonds are severely oversold, (below, weekly chart of the 30-year Treasury). There should be a bounce, but if it’s weak or doesn’t last very long then prepare for a crash.I’ve never...

Historical Correlations Give Us A Clue To What May Be AheadA Falling Global Market Cap Trend Channel The old adage that the "Trend is Your Friend" has proven to be the one that separates the winners...

In 1999, I had been in the financial planning business for the prior 19-years and something odd seemed to be taking place, which really had my attention back then. What did I notice? Junk bonds were...

Have interest rates rallied in a big way over the past 20 weeks? Indeed they have as we look back on the largest 20 week rally in history.The question everyone is asking, though, is whether or not...

The Trump Yield RallyThe movement in bond yields since the election has been dramatic. The move up in taxable as well as tax-free yields has been swift and sharp. Essentially, what could be...

Let's take a closer look at US Treasuries in recent weeks. The yield on the 10-Year note ended Friday at 2.60% and the 30-Year bond closed at 3.19%. Here is a table showing the yields highs and lows...

10 Year Treasury Note Non-Commercial Positions: Large speculators and traders sharply increased their bearish bets for the 10-year treasury notes in the futures markets last week, according to the...

Is the bond market implosion (via U.S. 10-Year Note, below) the next black swan event that everyone is ignoring? I don't see how an implosion of the bond bubble will be good for anything except maybe...