Bonds Analysis & Opinion

Erik Swarts
Yields: Breaking Away
By Erik Swarts - Jun 11, 2015

With the 10-year yield breaking away from the top of its 2015 range, Treasury yields continue to push higher with all the bravado of an Italian cutter racing in Bloomington. Technically, the 10-year ...

Ed Yardeni
Abrupt Normalization In The Bond Market
By Ed Yardeni - Jun 11, 2015

One simple model of the U.S. 10-Year bond yield compares it to the growth rate of US nominal GDP on a y/y basis. While real GDP fell 0.7% (saar) during Q1 on a q/q basis, it was up 2.7% y/y, ...

Marc Chandler
German Bunds, Inflation And The Euro
By Marc Chandler - Jun 10, 2015

The dramatic sell-off in German bunds caught many investors off guard. The conventional wisdom, for which we too were sympathetic, was that there was going to be a shortage of bunds. The Grand ...

Tim Knight
Interest-Rate Rally
By Tim Knight - Jun 09, 2015

When I pointed out the trend-line break that interest rates made last week, there was a hail of chortles and catcalls about how useless it was since it was so “obvious”. There's nothing ...

Danske Markets
Fixed Income Market Watch: Sweden  
By Danske Markets - Jun 09, 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
If This Happens, Bonds Could Be In Trouble
By Chris Kimble - Jun 05, 2015

Bond troubles could just be starting. This chart looks at the 10-year and 30-year yields. Each could be making Head & Shoulders bottoming patterns. If this pattern read is correct, each are ...

Dean Popplewell
Greek Yields Jump
By Dean Popplewell - Jun 05, 2015

Yields on Greek and low-rated euro zone bonds rose on Friday after Greece’s economy minister rejected its creditors’ proposals for a reforms-for-cash deal that the country needs to avoid ...

iMarket Signals
The Forward Rate Ratio
By iMarket Signals  - Jun 05, 2015

Prior to recession, the yield curve becomes inverted, as indicated by the Forward Rate Ratio between the 2-year and 10-year U.S. Treasury yields (FRR2-10) being less than 1.00. The FRR2-10 has ...

Chris Kimble
Bond Players: Beware What Happens Here
By Chris Kimble - Jun 03, 2015

It's easy to find talk these days about the Fed moving interest rates higher. Humbly, I don’t know what Janet will do next. Could it be more important what billions of free-thinking people do ...

Mike Paulenoff
What’s With The 10-Year?
By Mike Paulenoff - Jun 03, 2015

Since my last post discussing YIELD into last Friday's low at 2.09% -- when I also commented that, "if I was refinancing my mortgage, I would give the benefit of the doubt to waiting a while longer ...