Bonds Analysis & Opinion

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

The 10-year YIELD is pressing toward a test of Wednesday's post-FOMC low, at 2.48% (40.40 TBT), which if violated, should trigger additional weakness in YIELD into the vicinity of the dominant support...

Market movers ahead Euro Flash PMI to remain strong in March as exports and investments are seeing a tailwind at the moment. Euro wage growth for Q4 will also be released. We expect another soft print...

We are a week short of two months into the Donald Trump presidency. The story is told in the two charts below. We can see that Treasury yields have risen since yearend across the board, with...

US Treasury Bond prices have defied gravity or 2 years. Yes they have come down from their 2016 peak prices substantially. But wasn’t there a consensus call for a massive reversal of the 30 year...

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 just one week after significantly...

Near-Term US 10-Year Note OutlookThe Mar. 1 note affirmed the bullish view of a large triangle/pennant forming since Dec. 15 high (seen as a continuation pattern) with an upside resolution and gains...

Note: We've updated this commentary with data through today's market close.Let's take a closer look at US Treasuries since last week. The yield on the 10-year note ended today at 2.52% and the 30-year...

10 Year Treasury Note Non-Commercial Positions:Large speculators and traders sharply raised their net bearish positions in the 10-year treasury note futures markets last week to a new record high...

On February 23, the equivalent yield for the us4w was just 39 bps. That was almost 11 bps (counting full pips) below the so-called money rate floor, to which T-bills are a near enough equivalent to...

Curve Watchers Anonymous is taking a hard look at the yield curve in light of the now odds-on market view of a March rate hike.Before looking at the chart below, where do you think rates are relative...

It seems that regardless of economic data points that show better-than-expected economic performance and confidence, bond investors remain worried about, well, who knows?The ProShares UltraShort 20+...

Several potentially negative influences may weigh on bonds in the near-term. And then again they may not. Hence the reason the title of this piece is “Speculating in Bonds” and NOT...

Tonight, the President gives his State of the Union (SOTU) address, his first as President of the United States, and the pre-speech pundit commentary is out in full strength.To keep this...