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Bonds Analysis & Opinion

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James Picerno
Yields: Another Phase For The New Normal?
By James Picerno - Dec 12, 2014

The Treasury market’s implied inflation forecast continues to fade, dipping to 1.70% Thursday (Dec. 11) — close to a four-year low, based on the yield spread for the nominal 10-year Note ...

Petros Steriotis
German Bund: Hitting All Time Highs
By Petros Steriotis - Dec 11, 2014

New all time highs for the German 10-Year bond (“Bund”). The Bund is regarded as safe-have in the European bond markets universe and is the main interest-rate benchmark for the whole ...

Lance Roberts
Will The Bond Bull Market Ever End?
By Lance Roberts - Dec 09, 2014

Earlier this week Daniel Druger and Liz McCormick wrote an article for Bloomberg entitled: One Hundred Years Of Bond History Means Bears Destined To Lose. The crux of the article is contained within ...

James Picerno
Is Low-Flation Helping The U.S. Economy?
By James Picerno - Dec 09, 2014

Last week’s surprisingly strong gain in November payrolls may be a sign that the US economy is improving, but you wouldn’t know it by looking at the Treasury market. Or would you? Actually, much ...

Alan Gula
Investment-Grade Credit Spreads Widening
By Alan Gula - Dec 08, 2014

What do McDonald’s (NYSE:MCD), Philip Morris (NYSE:PM), Caterpillar (NYSE:CAT), Kimberly-Clark (NYSE:KMB), and Target (NYSE:TGT) have in common? Yes, they’re all large-cap stocks that pay solid ...

Alan Gula
Global Deflationary Pressures Are Mounting
By Alan Gula - Dec 05, 2014

Consumers often gripe that government price data understate the true nature of inflation. Nonetheless, it’s safe to say that the cost of goods and services has been rising at a steadily slower rate in...

Simit Patel
Junk Bonds And Oil: What's Going On?
By Simit Patel - Dec 04, 2014

We've been talking recently about the big decline in oil and how it may be impacting other elements of the world's financial markets. There is one more observation that I thought may be worth adding ...

Bill Holter
EU Yields — What's In Your Wallet?
By Bill Holter - Dec 04, 2014

While wondering what to write about today I remembered seeing something that was shocking even though I was aware of it. I have not paid much attention recently to 10 yr. yields in the Eurozone. The...

Doug Short
Treasury Snapshot, A Month Beyond QE
By Doug Short - Dec 03, 2014

We're now a bit over a month beyond the end of the Fed's latest round of Quantitative Easing, so let's take a quick look at what's been happening for US Treasuries. The yields on the U.S. 10-, 20- ...