Bonds Analysis & Opinion

Jay Kaeppel
Complete JNK: An Update
By Jay Kaeppel - Jan 14, 2016

As I have mentioned, I hope to offer more example option trades as a form of education. Yesterday I highlighted examples using options on JNK and SLV. (N:SLV) did well on Day 1, (N:JNK) did not. So a ...

Doug Short
Treasury Snapshot: 10-Year Note At 2.08%
By Doug Short - Jan 14, 2016

The Fed finally raised rates last month and ended the almost decade-long ZIRP policy. Let's take a closer look at US Treasuries since the decision. The yield on the 10-year note ended the day today at...

Michael Pento
Junk Rhymes With Subprime
By Michael Pento - Jan 12, 2016

On December 16, 2008, in what Ben Bernanke averred took a tremendous amount of “moral courage”, the Federal Reserve officially arrived at its Zero Interest Rate Policy. ZIRP was a huge win...

Chris Kimble
Junk Bonds Outperform Stocks
By Chris Kimble - Jan 08, 2016

Junk bonds have been in the news over the past few months, mostly in a bad way, as they have been falling in price since April of 2014. The chart above looks at the Junk Bond (N:HYG)/S&P 500 ...

Chris Ciovacco
Bonds May Be Key Bear-Market 'Tell'
By Chris Ciovacco - Jan 06, 2016

Since maximum fear in the financial markets tends to create demand for safer-haven bonds, the chart of long-term Treasuries (N:TLT) should be helpful from a risk-assessment perspective. If stocks ...

Eric De Groot
Review Of US 10-Year Bonds
By Eric De Groot - Dec 27, 2015

A series of interest rates cuts and a reduction in reserve requirements by China and numerous 'competitive' currency devaluations, suggest not only a quiet panic behind the velvet ropes of leadership ...

Gordon Long
Something Is Burning In High Yield Corporates
By Gordon Long - Dec 24, 2015

John Rubino and Gordon T Long discuss the alarming developments in the Junk (High Yield) Bond market. John was warning on his last appearance on Macro Analytics about the things he was seeing, while ...

Chris Kimble
Junk Bonds Vs. The Broad Market
By Chris Kimble - Dec 21, 2015

No doubt junk bonds have tanked over the past two years, diverging against the S&P 500. Historically, when Junk is weak the broad market tends to struggle to move much to the upside. Junk-bond ...