Bonds Analysis & Opinion

There has been lots of talk lately about a bond market top. This type of talk has actually been happening on and off for a few years. To our surprise we find we have not written a bond specific report...

Today's chart of the day focuses on US interest rates and the bond yield curve. At the beginning of 2014, longer maturity bonds were oversold and market participants were positioned heavily on the...

Rates have been on the rise since the first of February this year. Of late, both the U.S. 30-Year bond and U.S. 10-Year note are blowing right through resistance.Bond players might want to respect...

Buy on the rumor, sell on the news. That ancient bit of trading advice seems to describe last week’s data for Treasury yields. In the days leading up to Friday’s report on payrolls for...

The fierce fixed income sell-off has been mostly technical in nature and in our view created value in the short end of the German yield curve. However, increasing US yields ahead of the first Fed hike...

Investors are so used to trading ETFs that they seldom ask themselves questions about how those ETFs are constructed. In the event of major market disruptions, though, that could prove problematic --...

Friday’s jobs report in general -- and the sluggish wage component in particular -- have weakened the ProShares UltraShort 20+ Year Treasury (ARCA:TBT) by pressing long rates lower.However, my...

Are bonds scared of copper heading higher? Are bonds scared of crude oil heading higher? Are bonds scared of the employment stats getting stronger? Humbly, I don’t just don't know. I do know...

Bond prices have been falling for 7 days in a row. Yields are now knocking at 3% for the first time since December, when they were still falling. The yield has crossed its 200-day SMA for the first...

US bond yields have jumped recently. The 10-Year Treasury is up from a recent low of 1.87% on April 17 to 2.26% yesterday. Everyone is blaming that development on the spike in Eurozone bond yields,...

Is the Fed losing control of interest rates? I always though that it was in control of them. If true, then does that mean that Janet is raising rates and not telling anyone? The table below looks at...

Those who claim there will be no Greece contagion need to consider yields in other European bonds. In spite of the fact the ECB is buying 60 billion euros of debt a month for 19 months, yields on many...

Bond investors have loved the swift decline in crude oil that began last fall. Indeed, as crude was falling 60%, popular bond ETF (ARCA:TLT) rallied 24%. But when TLT was hitting resistance, oil was...

The U.S. 10-Year Treasury bill Just Reached VWAP of its Bottoming Megaphone (Red) The 10-year just reached VWAP of its red bottoming megaphone. I expect it to form a bottoming megaphone across VWAP...