Bonds Analysis & Opinion

The US Congress faces a deadlock as the political impasse over lifting the debt ceiling worsens and short-term Treasury bond yields start to rise.Monday saw a sharp increase to selling of short-term...

Weekly Large Trader COT Report: 10 Year US Treasury Note CFTC Futures data shows speculators increased long positions 10 Year Treasury Note Non-Commercial Positions: Large 10-year treasury note...

Rising uncertainty about the global economy continues to boost demand for US Treasuries. “It’s all a global growth fear trade,” Priya Misra, head of global rates strategy at TD...

Weekly Large Trader COT Report: 10 Year US Treasury Note CFTC Futures data shows speculators now in small bearish position 10 Year Treasury Note Non-Commercial Positions: Large 10-year treasury note...

The latest Fed Minutes noted the US is still in fairly good shape. The US consumer continues spending, unemployment is low, retail sales are expanding moderately, and purchases of durable goods...

Income-seeking investors are often tempted by junk bonds – especially if they use a broker who actively markets them.With prices down this year – the Barclays (LONDON:BARC) U.S. Corporate...

Inflation expectations have collapsed, so can the Fed really hike? Source: Short Side of Long Unless you have been hiding in a cave (maybe that’s not a bad idea considering the latest market...

DoubleLine Capital’s Jeffrey Gundlach says that it’s too early to start buying junk bonds. Although below-investment-grade fixed-income securities have been sliding for more than a year,...

The above chart from the FRED system shows corporate spreads have widened. The Aaa (red line, left scale) rose from 1.6% to 1.9% since the first of the year while the Baa spread (blue line, right...

One of the early signs that a cycle is about to turn down is disorder in junk bonds. That’s because the companies that issue such bonds are by definition financially and/or operationally weak...

Everyone is so focused on looking at the Fed and whether or not it decides to raise rates by a puny 0.25%, that they are completely overlooking the fact that it is the market’s role to set...

IMF head Christine Legarde announced on Monday that the International Monetary Fund intends to lower its growth forecasts due to emerging-market weakness -- 3.3% "is no longer realistic."Let's keep in...

When Rate hike expectations were squashed by the Fed’s decision to keep rates the same, Bonds rallied up to resistance on Thursday, September 24th, reaching 157 16/32. This is the 50%...