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Ever since the U.S. economy started pulling itself out of the earnings recession last year, high yield bonds have been the fixed income asset class of choice. Since credit spreads peaked in February...
From Martin D. Weiss, Ph.D.: When a sovereign nation can’t readily finance or pay its debts, it’s traumatic. Bond prices collapse. Interest rates surge to 10%, 20%, even 30%. Federal jobs...
There is no doubt that the Federal Reserve is in the process of raising rates. The only question now is “when” and “how much.” The most recent “dot plot” from the...
10 Year Treasury Note Non-Commercial Positions: Large speculators and traders further increased their bullish net positions in the 10-year treasury note futures markets last week, according to the...
We’ve had seven client/consultant/prospect speeches and meetings in the last week. The hottest topic has been the Federal Reserve’s balance sheet and what changes in it will mean for...
I read an article recently that noted the 65-75bp rise in Treasury yields over the last year or so, and sought to explain, through a labyrinthine line of reasoning/model, that most of the rise was due...
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 2.39% and the...
10 Year Treasury Note Non-Commercial Positions: Large speculators and traders decreased their bullish net positions in the 10-year treasury note futures markets last week, according to the latest...
There is great trepidation in the bond market these days. Most investors seem to have the “interest-rates-are-sure-to-rise” mantra playing on auto loop. And this is not entirely...
Markets are rather quite in recent weeks. Is that a new trend or the calm before the storm? As the month of April comes to an end, the month-to-date returns on key assets are almost neutral. Against...
10 Year Treasury Note Non-Commercial Positions: Large speculators and traders sharply increased their bets in favor of the 10-year treasury notes after being on the short side of this market for...
It's a bit strange and mysterious that the bond market really didn't react to the weak GDP figures. Is it possible that the markets baked-in their expectations? Aside from the GDP headlines, the...
Yesterday’s article caused quite a stir. The basic premise is that when you value the stock market based on objective metrics that cannot be fudged, it’s more overpriced than it was at the...
The Trump administration unveiled their tax plan yesterday, with details to follow. It will take a while to work the plan through Congress but this is our quick take on how the plan affects municipal...
The support and resistance levels and the trends (or lack thereof) that a trader sees on a chart can vary greatly depending on the time period covered in the chart. In other words, a 1-minute bar...