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Bonds Analysis & Opinion

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Jay Kaeppel
Good News Bonds, Bad News Bonds
By Jay Kaeppel - May 27, 2015

First the (potential) good news. The (potential) good news is that one trend in bonds that I wrote about a while back here and here may finally (potentially) be playing out the “right ...

Danske Markets
Fixed Income Market Watch: Sweden   
By Danske Markets - May 20, 2015

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...

Michael Pento
Bond Bubble Will Explode Violently
By Michael Pento - May 18, 2015

Central banks are incapable of saving economies or creating growth. The only thing a central bank can do is create inflation. These market manipulators set forth on a journey seven years ago to save ...

Cullen Roche
Thoughts On The Bond Debacle
By Cullen Roche - May 17, 2015

Earlier this year I discussed the fairly dramatic change in my view on long-term government bonds. In essence, I said that bonds were irrationally priced given the low likelihood of deflation that the...

Urban Carmel
Time To Sell Junk Bonds? Maybe Not
By Urban Carmel - May 15, 2015

Summary Junk bonds (1) appear to be fairly valued relative to treasuries, (2) their underlying default levels are not ticking higher and (3) based on their short history, they will not likely lose ...

Marc Chandler
T-Bills, Bunds And The Euro
By Marc Chandler - May 14, 2015

There are two separate but related developments that are lifting the euro to its best level in three-months against the US dollar. First, the US economy is off to a disappointing start to Q2 after the...

Chris Kimble
Did Weak USD Break Bond Support?
By Chris Kimble - May 14, 2015

Did key bond ETF’s create long-term double tops over the past couple of years? The above 3-pack takes a look at three different bond ETF’s. (ARCA:AGG) and (ARCA:LQD) earlier this year ...

Marc Chandler
Developed Markets Sovereign Rating Model
By Marc Chandler - May 14, 2015

We have produced this ratings model to assist investors in assessing relative sovereign risk over a wide range of Developed Markets (DM), 29 in all. Scores directly reflect a country’s ...

Ed Yardeni
Bonds: Sprechen Sie Deutsch?
By Ed Yardeni - May 14, 2015

Yesterday’s much weaker than expected US retail sales report initially caused the US 10-Year Treasury bond yield to fall in the morning. Then it spent the rest of the day moving higher. The ...

Lance Roberts
Interest Rates In Perspective
By Lance Roberts - May 13, 2015

During my daily radio broadcast Tuesday, I received a rather "panicked" call regarding the "dramatic plunge" in his bond funds due to the recent jump in interest rates. Of course, he is not alone. ...