Bonds Analysis & Opinion

Since the election the financial markets have been trying to price in “Trumpflation.” This is the idea that the combination of infrastructure spending, tax cuts, rising deficits,...

We have discussed at length different forecasts for 2017. All our calls, so far, seem to be spot-on. Think of our bullish call for financial stocks in 2017 and bearish gold price forecast 2017. In...

This week was loaded with Federal Reserve speeches, media appearances and interviews. But the most important was Janet Yellen, who gave an upbeat presentation of the U.S economy while also clearly...

10 Year Treasury Note Non-Commercial Positions: Large speculators and traders sharply increased their buying in the 10-year treasury note futures markets last week and now have an overall bullish...

Do you know what was one of the best things to do on the 4th of July this year? If you owned government bonds, it was a great time to sell them. If you were open to it, it was an even better time to...

Near term U.S. 10-Year note yield outlook:On the Nov 7th email, once again said there was still no confirmation of even a shorter term top "pattern-wise" and the market continued to surge, reaching a...

Since the election last week, the markets have been digesting the new set of expectations as to where growth is expected to increase (small caps, biotech see large pops) or decrease (large-cap tech)....

Increasing Treasury yields will start putting pressure on demand for stocks. Something has to give. Either stock indices will mark new highs and yields will succumb, or the yield downtrend line will...

The US election results are in and the US stock market is enjoying a sharp rally over the shock news of Donald Trump winning the election and becoming the new President-elect.On the back of the big...

Over a Trillion dollars has been vaporized in the bond market in just one week. The phrase “blood bath” is an understatement as the widows and orphans have been routed. This isn’t...

Jeff Gundlach, the “new” media-appointed Bond King in the last year, (and Jeff has made some good calls) who runs his own bond firm, DoubleLine Capital, was on CNBC on Friday and weighed...

For years it has seemed that many thought interest rates would move higher, yet they haven’t. Well they sure have lately, at a record pace as interest rates this week experienced the sharpest...

There’s a lot of uncertainty about what a Trump presidency means for the US economy over the medium- and long-term horizons, but for the moment there’s nothing fuzzy about sentiment in the...

Bund has so far bottomed exactly at strong support at 159.85/75 but we also have important strong support again at 159.65/60. Within this 25 tick band is the best chance of an end to the 3 month bull...