Bonds Analysis & Opinion

India's 10-Year govt. bond price and Indian rupee are showing sign of fiscal distress in Government account. India's 10-year bond yield has witnessed a sudden spike. In early August 2017 the yield on...

The Federal Reserve is expected to leave interest rates unchanged in tomorrow’s policy announcement, but the crowd is anticipating that the central bank will begin to pare its $4.5 trillion debt...

10-Year Note Non-Commercial Speculator Positions: Large treasury bond speculators lifted their bullish net positions in the 10-Year Note futures markets this week after paring bets the previous week,...

Let's have a look at a long-term perspective on Treasury yields as of today's close. The chart below shows the 10-Year Constant Maturity yield since 1962 along with the Federal Funds Rate (FFR) and...

The September FOMC meeting starts on Tuesday next week. Odds are good that they either announce QT (Quantitative Tightening) or flag its impending arrival. As I previously outlined, there is an...

For the first time since we’ve been keeping track, two separate Category 4 hurricanes struck the mainland U.S. in the same year. It should come as no surprise, then, that the combined recovery...

Curve watchers anonymous has taken an in-depth review of US treasury yield charts on a monthly and daily basis. There’s something going on that we have not see on a sustained basis since the...

As Hurricane Irma churns through the Caribbean, the Unites States is faced with something that it has not experienced before: two hurricanes of category 4 or higher hitting the country in the same...

The U.S. Federal Reserve has been in a gradual tightening cycle for some time as policymakers nudge interest rates higher and taper other quantitative easing (QE) measures. As they got started, China...

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

Foreign exchange traders don't necessarily pay that much attention to US Treasury auctions but in current markets may wish to do so. Monday's strong demand for 5-Year US Treasuries (USTs) has rippled...

In this video we look at the prospects for a QT (Quantitative Tightening) tantrum for the bond market. The video walks through a couple of slides of a recent edition of the Weekly Macro Themes...

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

Note: We've updated this commentary with data through today's market close.Let's take a closer look at recent activity in US Treasuries. The yield on the 10-year note ended the day at 2.17% and the...