Bonds Analysis & Opinion

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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 ...

Jesse Felder
What Junk-Bond Rout?
By Jesse Felder - Dec 18, 2015

There's an ongoing debate about the current state of the junk-bond market and what it means for equities and, more broadly, the economy. Spreads on the junkiest of junk bonds have recently moved to ...

David Solin
U.S. 10 Year Yield: An Important Topping
By David Solin - Dec 17, 2015

Near term U.S. 10-Year note yield outlook: More choppy trade from the Nov 9th high at 2.38% and is seen as an important topping. In the bigger picture, the upmove from the Jan low at 1.64% to the Jun ...

Marc Chandler
Treasury Yields And Fed Hikes
By Marc Chandler - Dec 16, 2015

The Fed's targeted inflation measure, the core PCE deflator, stood at 1.3%, well below the 2% target. They see the fresh sell-off in oil prices and are more concerned disinflation than inflation. ...

John Rubino
Junk Bond Crisis Starts To Metastasize
By John Rubino - Dec 15, 2015

With junk bonds finally reverting to their intrinsic value, the question on everyone’s mind is “what blows up next?” Here’s the first in what might be a long, painful ...