Bonds Analysis & Opinion

90% (my low-balled estimate) of you, the investing public, are herding when it comes to the bond market. You may not know it because the overwhelming psychological atmosphere is to reaffirm, not...

90% (my low-balled estimate) of you, the investing public, are herding when it comes to the bond market. You may not know it because the overwhelming psychological atmosphere is to reaffirm, not...

Note: We've update this commentary with data through yesterday's market close.Let's take a closer look at US Treasuries in recent weeks. The yield on the 10-year note ended yesterday at 2.39% and the...

Interest rates have shot up since July. But have they “stretched too far too fast?” One way to measure if an asset has made a rare/extreme short-term move is too see how far above or below...

Treasury yields and market-based inflation expectations have taken a sharp turn higher in recent weeks. Is the shift a sign of regime change… or just noise? A convincing answer is on hold until...

Is the bubble in the bond market about to burst? Even a move back to the 38% retracement level over the next several weeks would cause chaos in the global financial markets. Below, U.S. 30-Year annual...

Talk over the past couple of months has been focused on the fact that interest rates are rising and the Fed will raise rates very soon. A big test is in play before one can say the “rate trend...

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

We have discussed at length different forecasts for 2017. All our calls, so far, seem to be spot-on. Think of our bullish call for financial stocks in 2017 and bearish gold price forecast 2017. In...

This week was loaded with Federal Reserve speeches, media appearances and interviews. But the most important was Janet Yellen, who gave an upbeat presentation of the U.S economy while also clearly...

10 Year Treasury Note Non-Commercial Positions: Large speculators and traders sharply increased their buying in the 10-year treasury note futures markets last week and now have an overall bullish...

Do you know what was one of the best things to do on the 4th of July this year? If you owned government bonds, it was a great time to sell them. If you were open to it, it was an even better time to...

Near term U.S. 10-Year note yield outlook:On the Nov 7th email, once again said there was still no confirmation of even a shorter term top "pattern-wise" and the market continued to surge, reaching a...

Ever since he made his presidential bid in June 2015, Donald Trump has vowed to “make America great again.” Part of that promise includes rebuilding the nation’s infrastructure, a...