Bonds Analysis & Opinion

Increasing Treasury yields will start putting pressure on demand for stocks. Something has to give. Either stock indices will mark new highs and yields will succumb, or the yield downtrend line will...

The ten-year yield has climbed 34% from its Nov. 4 pivot low at 1.72% to Monday morning's high at 2.31%.The vertical assault in reaction to the "shocking" Trump election, and after a 35-year Bear...

The US election results are in and the US stock market is enjoying a sharp rally over the shock news of Donald Trump winning the election and becoming the new President-elect.On the back of the big...

Over a Trillion dollars has been vaporized in the bond market in just one week. The phrase “blood bath” is an understatement as the widows and orphans have been routed. This isn’t...

Jeff Gundlach, the “new” media-appointed Bond King in the last year, (and Jeff has made some good calls) who runs his own bond firm, DoubleLine Capital, was on CNBC on Friday and weighed...

For years it has seemed that many thought interest rates would move higher, yet they haven’t. Well they sure have lately, at a record pace as interest rates this week experienced the sharpest...

Bund has so far bottomed exactly at strong support at 159.85/75 but we also have important strong support again at 159.65/60. Within this 25 tick band is the best chance of an end to the 3 month bull...

CFTC Weekly Commitment of Traders Report 10 Year Treasury Note Non-Commercial Positions: Large speculators and traders sharply decreased their net positions in the 10-year treasury note futures...

The markets in general are going through a rough patch. Some say it is because of the upcoming election, and they may be right. US Treasuries have had it rough for over 4 months at this point. Much...

Near-Term US 10-Year Note Yield Outlook:The Oct 26 note said that there was scope for further upside, but gains above the Oct 17th high at 1.81% may be limited. The market did indeed rally from there,...

A persistent phenomenon of the last couple of months has been the rise in inflation expectations, in particular market-based measures. The chart below (source: Bloomberg) shows that 10-year inflation...

One of the most significant market developments has been the rising bond yields. This has now been checked by the risk aversion spurred by new narrowing of the odds of a Clinton victory. The US...

Globally, bonds are collapsing.Germany's 10-Year Bund has seen yields spike out of their downtrend. As have Japan's 10-Year Government Bonds. Long-Term US Treasuries have taken out their...