Bonds Analysis & Opinion

Today I will post a few charts, all of which show that major asset classes are at some kind of a short term inflection points. It is difficult to predict whether support and resistance levels for...

The muni bond market was buffeted by a number of headwinds in the first half of the year.Extremely Heavy Supply Through May 2015 total supply in the muni market was approximately $179 billion. The...

The Bunds-Euro relationship remains intact, as both continue to converge along the crucial trendline support since the April bottom. With yet another yield bounce off the support today, bunds are...

German 2 and 10-Year Yields, Targets, Ranges, Levels The 10 year German Bond yield currently trades at 0.785, off from Friday's 0.925 close. The larger range is found between 0.64 - 1.13 and intraday...

iShares 20+ Year Treasury Bond (ARCA:TLT), an ETF tracking long-dated US Treasury bonds, has been declining at a fairly remarkable rate since it topped at the end of January. We are now at a critical...

USD 10 and 2 Year YieldsThe US 10 year yield from current 2.474 is ranging between longer to intermediate term averages, between 3.182 above and many supports below beginning at 2.424, 2.339 and...

US Equity indexes have had a relatively dull week with little volatility. Treasury yields have provided market watcher a bit more drama. The yield on the benchmark 10 year note closed last week at...

Are we about to witness trillions of dollars of “paper wealth” vaporize into thin air? During the next financial crisis, a lot of “wealthy” investors are going to be in for a...

I really enjoy reading, and listening to, Rob Arnott of Research Affiliates. He is one of those few people – Cliff Asness is another – who is both really smart, in a cutting-edge-research...

After last Wednesday’s Federal Reserve (FOMC) announcement, the aspect that most impressed me about Janet Yellen’s comments was how “dovish” her commentary was, revising down...

The most important economic news in the U.S. last week was clearly the press conference of the Federal Reserve (the Fed). Committee members decided to maintain its current monetary policy, leaving...

Wall Street carnival barkers are relishing in the fantasy that the economy has finally achieved escape velocity. Therefore, they accept with alacrity that this is the primary reason why interest rates...

We show the monthly development of government bond yields over years, thanks to a table from the ECB. Disinflation in the Euro zone depresses bond yields everywhere, 2014 versus 2013 June 2014: By...

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note CFTC Futures data shows speculators raised bearish bets after five decreases 10-Year Treasuries Non-Commercial Positions: Large 10-year...