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Bonds Analysis & Opinion

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John Mousseau
Municipals Post Solid Year
By John Mousseau - Dec 18, 2014

As we cruise into the last two weeks of the year, it is instructive to note the sea change in the municipal-bond market in 2014. The beginning of 2014 saw long tax-free bonds of the highest grade at ...

Ed Yardeni
The Next Financial Crisis?
By Ed Yardeni - Dec 17, 2014 1

Of course, debt defaults are likely to occur among oil producers. But I doubt they will trigger a financial crisis comparable to what happened in 2008 and 2009. Most of their junk bonds are in bond ...

Jason Sen
Bund: Forecast
By Jason Sen - Dec 15, 2014

Bund hit all targets to the 154.65/73 area to keep the outlook positive. Prices topped at 154.80 but on a break higher today we target 154.93/97 & perhaps as far as 155.08/11. Any further gains ...

James Picerno
Yields: Another Phase For The New Normal?
By James Picerno - Dec 12, 2014

The Treasury market’s implied inflation forecast continues to fade, dipping to 1.70% Thursday (Dec. 11) — close to a four-year low, based on the yield spread for the nominal 10-year Note ...

Petros Steriotis
German Bund: Hitting All Time Highs
By Petros Steriotis - Dec 11, 2014

New all time highs for the German 10-Year bond (“Bund”). The Bund is regarded as safe-have in the European bond markets universe and is the main interest-rate benchmark for the whole ...

Lance Roberts
Will The Bond Bull Market Ever End?
By Lance Roberts - Dec 09, 2014

Earlier this week Daniel Druger and Liz McCormick wrote an article for Bloomberg entitled: One Hundred Years Of Bond History Means Bears Destined To Lose. The crux of the article is contained within ...

James Picerno
Is Low-Flation Helping The U.S. Economy?
By James Picerno - Dec 09, 2014

Last week’s surprisingly strong gain in November payrolls may be a sign that the US economy is improving, but you wouldn’t know it by looking at the Treasury market. Or would you? Actually, much ...

Alan Gula
Investment-Grade Credit Spreads Widening
By Alan Gula - Dec 08, 2014

What do McDonald’s (NYSE:MCD), Philip Morris (NYSE:PM), Caterpillar (NYSE:CAT), Kimberly-Clark (NYSE:KMB), and Target (NYSE:TGT) have in common? Yes, they’re all large-cap stocks that pay solid ...

Alan Gula
Global Deflationary Pressures Are Mounting
By Alan Gula - Dec 05, 2014

Consumers often gripe that government price data understate the true nature of inflation. Nonetheless, it’s safe to say that the cost of goods and services has been rising at a steadily slower rate in...