Bonds Analysis & Opinion

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...

The day after the Federal Reserve lifted interest rates, the benchmark 10-year Treasury vaulted to a new two-year-plus high of 2.60% on Thursday (Dec. 15), based on daily data from Treasury.gov. The...

Below looks at the popular junk-bond ETF, JNK over the past decade. Junk bonds represent so-called “weak bonds” in the States. Many keep a close eye on junk bonds for insight into where...

Summary: Bond yields usually rise as the FOMC raises rates. This is one of the mostly strongly held consensus views in the market right now. A year ago, investors also thought yields were set to rise;...

Jeffrey Gundlach predicts trouble for the equity, corporate and junk-bond markets if the yield on the 10-year Treasury bond goes above 3% in 2017. Even the housing market would suffer.Gundlach is the...

Disclaimer/Caveat/Warning: The idea I am going to discuss here is definitely not for everyone. As traders and investors we are told time and again that it is “foolish” to attempt to...

In 2012 I wrote a book called The Coming Bond Market Collapse, in which I predicted that the bond market would begin to collapse by the end of 2016. Clearly, this prediction has started to come true....

Income investors are currently facing an uptick of concern over bond holdings that is reminiscent of the 2013 taper tantrum. While it was no more than a few years ago, many are quick to forget the...

10 Year T-Note: Yields escaping a long-term downtrend, which explains the USD index strength Original post

10 Year Treasury Note Non-Commercial Positions: Large speculators and traders sharply decreased their net positions in the 10-year treasury note futures markets last week for a second consecutive week...

Early every morning at Cumberland an email is sent around to all folks in the firm who touch portfolios. LIBOR rates are part of the dataset.An estimated $150 trillion worldwide is US-dollar-based...