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Bonds Analysis & Opinion

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Chris Kimble
The 10-Year Yield: New Trend At Hand?
By Chris Kimble - Feb 04, 2015

The yield on the 10-year note rose almost 9% the past couple of days. So does that mean that a new trend is in play? The fact is that the yield on the 10-year note is in a down trend. The decline ...

Ed Yardeni
Bond Yields Heading Toward Zero
By Ed Yardeni - Feb 02, 2015

Last year, in the 5/8 Morning Briefing, I discussed nine reasons why yields were falling rather than rising, using the following headings: “Bond shortage,” “Portfolio ...

Tim Knight
Bonds Ready To Sink?
By Tim Knight - Jan 23, 2015

Bonds have been in a virtually uninterrupted uptrend since New Year’s Eve, 2013. Looking at interest rates, I wonder if we have turned the corner and are heading into higher rates. Examining ...

Marc Chandler
Japanese/Chines U.S. T-Bill Holdings
By Marc Chandler - Jan 20, 2015

This Great Graphic, created on Bloomberg, shows Japan's (white line) and China's (yellow line) holdings of U.S. Treasuries in November 2014 based on the latest TIC data. Japan's holdings rose to a ...

BNP Paribas
How Loose Should ECB Policy Be?
By BNP Paribas - Jan 20, 2015

Through the use of a dynamic Taylor rule we detect how loose the ECB monetary policy stance should be. Our ECB reaction function, suggests that short-term interest rates should have to be negative and...