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Bonds Analysis & Opinion

John Mousseau
Municipals Post Solid Year
By John Mousseau - Dec 18, 2014

As we cruise into the last two weeks of the year, it is instructive to note the sea change in the municipal-bond market in 2014. The beginning of 2014 saw long tax-free bonds of the highest grade at ...

Ed Yardeni
The Next Financial Crisis?
By Ed Yardeni - Dec 17, 2014 1

Of course, debt defaults are likely to occur among oil producers. But I doubt they will trigger a financial crisis comparable to what happened in 2008 and 2009. Most of their junk bonds are in bond ...

Jason Sen
Bund: Forecast
By Jason Sen - Dec 15, 2014

Bund hit all targets to the 154.65/73 area to keep the outlook positive. Prices topped at 154.80 but on a break higher today we target 154.93/97 & perhaps as far as 155.08/11. Any further gains ...

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 ...