Bonds Analysis & Opinion

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Tim Knight
Who Let The Bears Out?
By Tim Knight - Jul 22, 2015 1

I realized that our mentally-challenged bullish friends will refuse to accept it for a long, long time, but their welfare-sponsored bull-run ended last December. The breakdown has been subtle since ...

Steven Knight
Time To Short 10-Year T-Bills?
By Steven Knight - Jul 21, 2015

There is seemingly a widening gulf in macro and monetary policy between the US and Germany. This is evident in the yield differential—currently 153bps—between the 10-Year Treasury and ...

Brian Twomey
10-Year Bund Approaching Important Levels
By Brian Twomey - Jul 18, 2015

10 Year Bund/ Treasury and Bund / Treasury Spreads Vs EUR/USD The 10 Year Bund / Treasury spread at its last -1.55 monthly average is approaching important levels. Just below lies the 1 year monthly ...

Mike Paulenoff
10-Year T-Bill Correction May Be Complete
By Mike Paulenoff - Jul 14, 2015

During the past 3-4 weeks my preferred scenario called for the 10-year yield to stall at around 2.50% followed by a decline into the 2.10%-2.00% support zone prior to my expectation of the emergence ...

Simon Lack
Barron's New Approach To Bonds Not So New
By Simon Lack - Jul 12, 2015

Countless investors and financial advisors wrestle currently with the conundrum of how to approach bonds. We are reminded constantly of the likelihood of rising interest rates; most recently Fed chair...

Danske Markets
Fixed Income Market Watch: Sweden  
By Danske Markets - Jul 08, 2015

A quantitative run through of the Swedish Fixed Income market, starting with the Riksbank and money markets before moving on to government and mortgage bonds. To Read the Entire Report Please Click...

Chris Kimble
Are U.S. Yields Breaking Down?
By Chris Kimble - Jul 07, 2015

From the first of February to the end of June, the yield on the 10-year note shot up nearly 40%. This sharp rally hurt bond funds big time, as (ARCA:TLT) suffered one of worst short-term declines in ...

Mike Paulenoff
10-Year T-Bill On Corrective Path
By Mike Paulenoff - Jul 06, 2015

In reaction to a somewhat disappointing jobs report last Thursday -- along with some flight-to-safety behavior in response to Greece's 'No' vote -- the 10-year YIELD declined from 2.48% to 2.31% in ...

Tiho Brkan
Here's Why The Bond Market Is Smarter
By Tiho Brkan - Jul 06, 2015

Today I will post a few charts, all of which show that major asset classes are at some kind of a short term inflection points. It is difficult to predict whether support and resistance levels for ...

John Mousseau
Balance Of 2015 Looks Good For Munis
By John Mousseau - Jul 01, 2015

The muni bond market was buffeted by a number of headwinds in the first half of the year. Extremely Heavy Supply Through May 2015 total supply in the muni market was approximately $179 billion. The ...