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Bonds Analysis & Opinion

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Gary Gordon
It’s About The Stimulus, Not The Economy
By Gary Gordon - Aug 26, 2014 |   1

At the beginning of the year, analysts and economists explained why interest rates would climb significantly. They anticipated a year-end 10-year yield of 3.4%, not 2.4%. Only a few bond-fund ...

David Kotok
Sovereign Debt And Deflation Fear
By David Kotok - Aug 26, 2014

A worldwide deflation fear is expanding and may actually be rampant. BCA Daily Insights (August 25, 2014) notes that, “out of 32 OEC countries, more than two-thirds have domestic inflation rates...

Danske Markets
TLTRO: A Very Attractive Program?   
By Danske Markets - Aug 26, 2014

We expect the TLTROs will boost liquidity. However, the amount of borrowing limits is unknown as it depends on net lending behaviour - we list four different scenarios that give an upper target ...

Bob Hoye
Lower-Grade Bonds: When Will The Bubble Burst?
By Bob Hoye - Aug 24, 2014

We have the distinction of living in an Age of Bubbles and their failures.In 1980 it was commodities, wages, the CPI and the precious metals. Then the action shifted to inflation in financial assets ...

Alfonso Esparza
US Treasury Yield Curve Flattens
By Alfonso Esparza - Aug 20, 2014

The U.S. Treasury yield curve flattened on Wednesday, with minutes from the latest Federal Open Market Committee (FOMC) meeting in focus. Benchmark 10-year Treasury notes held steady, yielding 2.41 ...

Alfonso Esparza
US Treasury Yield Curve Flattens
By Alfonso Esparza - Aug 20, 2014

The U.S. Treasury yield curve flattened on Wednesday, with minutes from the latest Federal Open Market Committee (FOMC) meeting in focus. Benchmark 10-year Treasury notes held steady, yielding 2.41 ...

Gareth Soloway
Charts Confirm An Interest-Rate Bottom
By Gareth Soloway - Aug 19, 2014

Last Friday, interest rates hit 2.30% on the 10-year bond. While counter intuitive, this looks like a long-term bottom prior to a move back to 3%. The charts always tell us the truth, so let's take a ...

Danske Markets
Fixed Income Market Watch: Sweden‏   
By Danske Markets - Aug 19, 2014

A quantitative run through of the Swedish Fixed Income market, starting with the Riksbank and Money Markets before moving on to government and mortgage bonds. To Read the Entire Report Please Click ...

Sober Look
10-Year JGB Yields Near 0.5%
By Sober Look - Aug 18, 2014

The 10-Year government bond yield in Japan is now around 0.5%, following an almost linear decline that started in 2006. The only way to rationalize buying 10-yr JGBs at 0.5% is believing that Japan ...

Erik Swarts
Yields: A Scheduled Departure
By Erik Swarts - Aug 17, 2014

Although we would never dispute that markets often pivot on external catalysts, as we noted recently (see here) - they often are just instigators of larger forces at play. For every time that it's ...