Bonds Analysis & Opinion

10-Year Note Non-Commercial Speculator Positions: Large treasury bond speculators reduced their bearish net positions in the 10-Year Note futures markets again this week, according to the latest...

Simply put, the bond market got clobbered this week.After yields on the Benchmark 10-year treasury sat below the 3% level for almost a month, they finally broke through and by quite a margin. The...

We’ve been waiting years for our fixed income trade of a decade…Our target’s at the top of the long-term Treasury Bond Channel near 3% on current 10-year yields. And recently, we...

The benchmark 10-year Treasury yield edged up to 3.08% on Tuesday (May 15), marking a new seven-year high, based on daily data published by Treasury.gov. The implied inflation forecast via Treasuries...

For the first time in a decade, the yield on 3-month Treasuries exceeds that of S&P 500 dividends. The above chart is from the Financial Times article by John Authers, Authers’ Note: Hunting...

The market expects a 100% chance of a hike in June and a 78.2% chance of at least one more hike by September. Then what? December Rate Hike Odds 10-Year Treasury Yield vs Fed Funds Rate 10-Year...

To date, 2018 has been a particularly rough year for investors in US treasury bonds.After starting the year with a yield near below 2.5%, the benchmark 10-year bond has seen yields surge to a high of...

To date, 2018 has been a particularly rough year for investors in US Treasury bonds.After starting the year with a yield near below 2.5%, the benchmark 10-year bond has seen yields surge to a high of...

This week, Durig Capital revisits a rent-to-own operator making outstanding progress in addressing a growing economic segment of the purchasing population, last reviewed in “Rac Up 7.62%...

10-Year Note Non-Commercial Speculator Positions: Large treasury bond speculators reduced their bearish net positions off of a record high level in the 10-Year Note futures markets this week,...

Fundamentals: Demand-supply effect in May is expected to be the opposite of what we saw in April. Total net issuance of Germany, France, Belgium and Netherlands adjusted for Purchase Program should be...

This week, we look at an oil and gas producer focused in the Gulf of Mexico. W&T Offshore Inc (NYSE:WTI) was reviewed on several occasions by Durig Capital - recently in “Drill into 25%+ YTM...

Contributing to the stock market’s agita so far this year has been the prospect that the 10-year US Treasury Bond Yield may be on the verge of rising above 3.00%, a level that for some reason is...

Iflationistas think a major inflationary move is at hand and they bet that with futures. I suggest the opposite. A commitment of traders (COT) report for 10-year treasuries shows record bets that...