Bonds Analysis & Opinion

Many longtime readers know that I’ve remained skeptical about China’s economy for a couple years now. And while the mainstream financial media hasn’t worried much over China’s...

One thing’s for sure: the two channel lines I put down for the bonds (TLT) a while ago have been doing a yeoman’s job designating support and resistance levels.

After rebounding sharply from pandemic lows, the 10-year Treasury yield is nearly back to levels that prevailed before COVID-19 began to roil the global economy in early 2020.But the 10-year rate has...

Taper Is Coming: Got Bonds? The solid economic recovery and easing of COVID restrictions lead us to believe a tapering of QE may not be far off. Further supporting our opinion, inflation has fully...

Earlier this month, I reviewed a model that estimates a theoretical level for the world’s most-important interest rate: the 10-year Treasury yield. In today’s follow-up, let’s...

U.S. Treasuries are relatively calm these days, but eurozone government bonds remain volatile. After the yield on the benchmark 10-year French bond climbed into positive territory, investors are...

Given yesterday’s headlines with Bitcoin plunging, did you take a peek at interest rates? Could a stronger dollar lie ahead with higher rates?While everybody’s eyes are peeled on...

One of the biggest concerns on Wall Street these days is the fact that bonds are no longer providing diversification for stocks.Bonds no longer provide a hedgeFor the past 40 years, one of the easiest...

The central bank of the United States, the Federal Reserve, creates digital dollar credits to buy bonds. If you buy bonds to depress interest rates and to inject money into the financial system, you...

U.S. Treasuries have traded in a narrow range over the past week despite harrowing inflation data that should give investors pause. Is this the calm before the storm?There was a considerable...

The world is awash in efforts to model a theoretical value for the stock market – the CAPE ratio, for example. But while the equities hog much of the attention on this front, similar analytics...

German media started to speculate last week that the negative-interest phase in government bonds might be reaching an end as optimism about vaccines and an economic rebound have prompted investors to...

There’s no shortage of indicators to monitor for deciding if the expected runup in inflation is a temporary affair or regime shift that signals a longer-term rise in pricing pressure. I recently...

"Hey neighbour, here's $100. Give me back $91 in 10 years and you're good! Just pay me the inflation rate..." That's the negative real rates market of today, not in the inverted eurozone rates space,...