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Bonds Analysis & Opinion

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Peter Schiff
The Bond Trap
By Peter Schiff - Jun 23, 2014

The Bond Trap  The American financial establishment has an incredible ability to celebrate the inconsequential while ignoring the vital. Last week, while The Wall Street Journal pondered how the Fed ...

David Kotok
Taxable Fixed Income, Q2 Review
By David Kotok - Jun 23, 2014

After a positive first quarter, taxable fixed-income markets enjoyed an encore favorable performance for the second quarter. U.S. and global economic data, geopolitical unrest between Russia and the ...

Sober Look
Monetizing QE bonds
By Sober Look - Jun 20, 2014

Congratulations go to the Bank of Japan who is now the largest holder of the nation’s government bonds. But no worries. This week Lord Turner of Ecchinswell, a former chairman of the UK’s Financial ...

Simon Lack
Why The Fed Likes Bonds A Little More
By Simon Lack - Jun 20, 2014

The chart above doesn’t look like much, but it represents a snapshot of the thinking of the Federal Open Market Committee (FOMC) on interest rates. Their communication has come a long way since the ...

David Kotok
Muni Market 2014 Halftime Show
By David Kotok - Jun 18, 2014

The municipal bond market continued to roar ahead in the second quarter with long tax-free yields continuing their decline in April and May before rising slightly in June. Many of the same factors ...

Gregory W. Harmon
Time To Lighten Up On Municipal Bonds?
By Gregory W. Harmon - Jun 18, 2014

Three months ago I wrote here how there was Room Higher in Muni’s. At the time the Municipal Bond ETF (NYSE:MUB), had already moved off of a floor at 99 up to 106, or 7%. It turns out there was room ...

Steve Miley
US 10-Year Future: Negative Theme Intact
By Steve Miley - Jun 18, 2014

US 10 Year T-Note future negative theme intactOur stated view in our reports to clients all week has been “for a digestion tone early this week (capped at 124-23/24), but for downside pressures to ...

Chris Kimble
Is The 6 Month Rally In Bonds Over?
By Chris Kimble - Jun 18, 2014

It's been a good year for bonds in just six months. Popular bond ETF iShares Barclays 20+ Year Treasury (ARCA:TLT) was up as much as 12% at the start of this month. Most investors would be happy to ...

Cam Hui
Irrational Exuberance, Or Creativity In Banking?
By Cam Hui - Jun 15, 2014

Most recently, we saw headlines indicating that the Federal Reserve was fretting about low volatility, according to this Reuters report: In the Fed's eyes, a lot of uncertainty surrounds forecasts for...

Danske Markets
Tap Auction In SGBi3108‏     
By Danske Markets - Jun 12, 2014

Last auction before the summer break: the last chance to pick up a sizeable amount of long-dated linkers.There are some tentative signs of inflation in the US. If this is the case, it could very ...

Tim Knight
Are Interest Rates About To Tumble?
By Tim Knight - Jun 12, 2014

Judging from the shape of this pattern, I’d say bond (TNX) bulls are going to be celebrating in the weeks ahead, as interest rates are poised to push lower (against everyone’s expectations).