Bonds Analysis & Opinion

Is The Trump Trade Overcrowded And On The Ropes?Given the Trump trade is based on expectations for reduced regulation, lower taxes, and faster economic growth, if investors had moved all their chips...

It is now clear that the Federal Reserve will be increasing interest rates this year. Therefore, it seems appropriate to look at the yield curve, specifically the 10-year and 3-month spread, to...

10 Year Treasury Note Non-Commercial Positions: Large speculators decreased their bearish net positions in the 10-Year treasury note futures markets last week for the fifth consecutive week, according...

The talking heads continue to say that yields on the 10-year U.S. Treasury note cannot and will not trade above the 2.60 percent level. It should be noted that the 2.60 level has been resistance since...

Our favorite leading indicator for stock markets is 10-year yields. On its very long-term chart we spot a potentially extremely disruptive event: a trend change after four decades. This could become...

10 Year Treasury Note Non-Commercial Positions: Large speculators and traders decreased their bearish net positions in the 10-Year treasury note futures markets last week, according to the latest...

There may be credit challenges in public finance; but for the fifth year in a row, per S&P, upgrades outpaced downgrades.Healthcare bill update: Without enough votes in the House of...

Note: We've updated this commentary with data through today's market close.Let's take a closer look at US Treasuries. The yield on the 10-year note ended today at 2.38% and the 30-year bond closed at...

10 Year Treasury Note Non-Commercial Positions: Large speculators sharply decreased their bearish net positions in the 10-year treasury note futures markets last week for the third straight week,...

Many Mish readers have been asking about US treasury yields.Are yields going up or down? My fearless forecast is yes, yes, and yes. A series of charts will explain. US Treasury Yield Curve Chart...

Note: We've updated this commentary with data through today's market close.Let's take a closer look at US Treasuries since the Fed's rate hike last week. The yield on the 10-year note ended today at...

This article looks at a unique market indicator that we’ve put together on the bond market. It provides a nice gauge of expectations for bonds in 2017 and beyond.It is designed to capture Bond...

Why are investors rushing back into safe-haven Treasuries? Maybe the crowd’s recognizing that political risk for the US is higher than previously assumed. Or perhaps the softer estimates for...

The U.S. 10-year YIELD has violated last week's post-Fed, rate-hike low of 2.48% and looks to be heading for a confrontation with the Nov.-Mar. up trendline, now at 2.44%, which must contain downward...