Bonds Analysis & Opinion

European governments will be issuing massive amounts of green bonds in the coming months as investors—including central banks—clamor for opportunities for sustainable investing.The EU...

If there was any question about how highly strung investors are over COVID-19, the announcement by Pfizer (NYSE:PFE) and BioNTech (NASDAQ:BNTX) on Monday that preliminary trials showed their...

The bond market gave reflation a new run of consideration Nov. 9 as Treasury yields shot higher.Was it a reaction to news over the weekend that Joe Biden won the Electoral College vote? Meanwhile,...

Holy Cow a big move in interest rates is taking place! Does this mean an important breakout/higher interest rates are about to happen? Could be! This chart looks at the 10-yearyield on a weekly basis...

Yields on US Treasuries took a dive on Wednesday as the prospect that Republicans will keep control of the Senate, even if President Donald Trump doesn’t win re-election, dimmed hopes that a...

10-Year Note Non-Commercial Speculator Positions:Large bond speculators cut back on their bullish net positions in the 10-Year Note futures markets this week, according to the latest Commitment of...

Here we go again. After plunging to new lows, the calls for the end of the “bond bull” market mount each time rates rise. Is this time the end of the “bond bull?” Or, is there...

Orders for the first issue of EU bonds to fund its Support to Mitigate Unemployment Risks in an Emergency (SURE) program smashed bond market records as investors sought €233 billion in bonds...

10-Year Note Non-Commercial Speculator Positions:Large bond speculators decreased their bullish net positions in the 10-Year Note futures markets this week, according to the latest Commitment of...

Betting against long-term bonds has been a losing strategy for several decades and this form of contrarian pain has been especially deep in the past two years. It’s debatable if it’s...

More than a year ago I reviewed Mr. Market’s offerings for yield-hungry investors and the results were meager, at least in comparison with historical payouts. How does the search-and-explore...

10-Year Note Non-Commercial Speculator Positions:Large bond speculators increased their bullish net positions in the 10-Year Note futures markets again this week, according to the latest Commitment of...

The Fed I: Birth of T-Fed. What a difference a pandemic makes. Prior to the Great Virus Crisis (GVC), Fed officials were either dismissive of Modern Monetary Theory (MMT) or remained silent on the...

What a difference a decade makes. Portuguese government 10-year bonds are heading for a yield of 0%, compared to 16% at the height of the eurozone debt crisis in 2012 and 4% as recently as...