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Bonds Analysis & Opinion

David Merkel
A Few Notes On Bonds
By David Merkel - Jun 25, 2014

My comments this evening stem from a Bloomberg.com article entitled Bond Market Has $900 Billion Mom-and-Pop Problem When Rates Rise.  A few excerpts with my comments: It’s never been easier for ...

Steve Miley
US 10-Year Corrective Bias Above 124-23/24
By Steve Miley - Jun 25, 2014

U.S. 10-Year Corrective Bias above 124-23/24, but Firm Barrier at 124-31/ 125-00US 10yr future rebound riskA slightly positive tone on Tuesday, but still viewed as a digestion phase to start the week ...

Erik Swarts
Bonds: Bubble Bubble Toils And Troubles
By Erik Swarts - Jun 24, 2014

A funny thing happened on the way to inflation... Long-term Treasury yields failed to rise as well. And although the shadow of the markets reaction is short relative to the daylight provided, the ...

Ted Kavadas
The Bond Bubble
By Ted Kavadas - Jun 24, 2014

In previous posts I have discussed the Bond Bubble and its many facets, as my analyses indicates that the overall bond market is an exceedingly large asset bubble with immensely large and wide-ranging...

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...