Bonds Analysis & Opinion

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...

Simit Patel
Junk Bonds And Oil: What's Going On?
By Simit Patel - Dec 04, 2014

We've been talking recently about the big decline in oil and how it may be impacting other elements of the world's financial markets. There is one more observation that I thought may be worth adding ...

Bill Holter
EU Yields — What's In Your Wallet?
By Bill Holter - Dec 04, 2014

While wondering what to write about today I remembered seeing something that was shocking even though I was aware of it. I have not paid much attention recently to 10 yr. yields in the Eurozone. The...

Doug Short
Treasury Snapshot, A Month Beyond QE
By Doug Short - Dec 03, 2014

We're now a bit over a month beyond the end of the Fed's latest round of Quantitative Easing, so let's take a quick look at what's been happening for US Treasuries. The yields on the U.S. 10-, 20- ...

Trader Moe
10-Year T-Note Price Channel Set-Up
By Trader Moe  - Dec 01, 2014

The 10-Year T-Note has confirmed a new price channel (navy blue on chart above) within a megaphone (pink on chart below). The price is coming to the critical decision point within that price channel ...

Trader Moe
JNK Triangle Legal For Breakout
By Trader Moe  - Nov 23, 2014

SPDR Barclays High Yield Bond (ARCA:JNK) has been forming a triangle (navy blue on chart) since spring of 2012. The triangle formed across VWAP of a megaphone (red on chart) that’s been forming since...

Chris Puplava
Credit Markets Signal Near-Term Caution
By Chris Puplava - Nov 19, 2014

Since the S&P 500 bottomed at 1820 on October 15, it is up roughly 12.5% and has seen only 6 down days in the last month. According to trading desks, steady growth in the U.S. and China, ...

James Picerno
Conundrum For Treasury Yields
By James Picerno - Nov 19, 2014

New York Fed President William Dudley is inclined to ignore the recent drop in inflation forecasts via the Treasury market. In a speech last week, he explained that “in assessing inflation ...

Danske Markets
Fixed Income Market Watch: Sweden  
By Danske Markets - Nov 18, 2014

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 ...

Saxo Bank
Japan's GDP Miss Builds Case For Snap Election
By Saxo Bank - Nov 17, 2014

Credit: US 2.32%, UK 2.11%%, GE 0.78% US 10 years were slightly wider on the week, while on the old continent, credit tightened considerably as most yields closed the week at their tightest levels. ...