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Bonds Analysis & Opinion

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Tiho Brkan
A Rebound For Treasury Bonds?
By Tiho Brkan - Oct 01, 2013

If you have been reading this blog for long enough, you would understand that I am extremely negative on Treasury Bonds (actually almost all bonds). The view stems from the fact that interest rates ...

Gregor Horvat
Higher Bonds Means Higher EUR/USD
By Gregor Horvat - Sep 27, 2013

US bonds are still pushing higher, now at the new high of the week within wave 5 of 3) targeting 121.26 on five year and 126.70 on 10 year US noted. Correlation with USD is still negative so EUR ...

David Merkel
On Leveraged Municipal Bond Closed-End Funds
By David Merkel - Sep 27, 2013

I’ve received two notes recently on Closed-end Leveraged Muni Bond Funds. Here’s one: David, I have been asked several times about the Blackrock Target Term Municipal Bond Trust (“BTT”). The appeal is...

Simon Lack
Blackrock Forecasts Years Of Poor Bond Returns
By Simon Lack - Sep 27, 2013

Credit Peter Thiel, Blackrock’s deputy chief investment officer for fundamental fixed income, for providing an honest assessment of the outlook for fixed income. “Overall returns of the market will ...

Gregory W. Harmon
Treasury Bonds Remind Me Of Coal
By Gregory W. Harmon - Sep 25, 2013

I wrote that comment Monday evening and stand by it even with the rally in Treasuries Tuesday. The Euphoria in Treasury Bonds (TLT) seems almost giddy given the the many macro and micro indicators to ...

David Merkel
Classic: Take The Easy Road With Bonds
By David Merkel - Sep 25, 2013

I really enjoyed answering the “Ask Our Pros” questions at RealMoney. I answered the following on May 11th, 2005, and would add in Jeff Gundlach and Ed Meigs as active managers: Ask Our ...

Mingze Wu
U.S.10 Year: Long Term Outlook Remains Bearish
By Mingze Wu - Sep 24, 2013

It was interesting to see US10Y prices climbing yesterday even though stock markets traded lower on supposed QE tapering fears. If indeed stock tapering fears were the main driver for yesterday’s ...

Jason Sen
CGB: Resistance Likely To Hold
By Jason Sen - Sep 23, 2013

Ten-Year Government of Canada Bond December hit our buying opportunity at 127.65/60 with stops below 127.50 on Friday and this trade worked perfectly as we bottomed exactly at 127.56.128.30/40 is ...

Jason Sen
The December CGB Outlook
By Jason Sen - Sep 20, 2013

Forecast for 20 September 2013Ten-Year Government of Canada Bond Dec held 128.40 resistance to test immediate support at 127.99/94, which just held the downside. However below here today look for a ...

Jason Sen
December's CGB Outlook
By Jason Sen - Sep 19, 2013

Forecast for 19 September 2013 Ten-Year Government of Canada Bond Dec was oversold on the daily chart & rocketed on FOMC to beat 128.04/07 & reach 128.40. This is quite good resistance but a ...

Michael Lombardi
Municipal Bonds: Becoming Dangerous
By Michael Lombardi - Sep 19, 2013

Major cities across the U.S. economy are struggling. Yes, we saw great cities like Detroit go bankrupt. But don’t for a second believe it’s all over. The reality is we will have more situations like ...