Bonds Analysis & Opinion

Despite a massive post-Brexit recovery rally in the global equity markets that should have calmed investors, we've instead seen another flight to safety into U.S. Treasuries, even as the 10-year yield...

It has been reported that about $10 Trillion of sovereign debt “yields” negative interest. Assume total global sovereign debt is about $60 Trillion.Therefore, about one-sixth of all...

Curve Watchers Anonymous notes treasury yields on the 10-Year notes and 30-year long bond are within spitting distance of all-time low yields.30-Year Bond Yield 10-Year Bond Yield 10-Year and...

Brexit has crashed the Italian banking system. Italian banks crashed -22% on Friday, and then fell another -9% on Monday. The -31% plunge has pushed Italian banks down to the lowest level since the...

Brexit has crashed German bund yields. Current rules prevent the ECB from buying bonds that yield less than -0.40 percent.An estimated 800 billion euros of German bonds are not eligible for the EBC's...

Key Points Britain's vote to leave the European Union has pushed down U.S. Treasury yields, as risk-averse investors have flocked to the perceived safety of U.S. government bonds. The Federal Reserve...

The closer we slip to 131.69, the more attractive I believe bonds are as a long position. Of course, I am not touching a thing until this Brexit insanity is done.

ECB rules say QE bond purchases must be weighted according to size of the economy. That means German bonds are the preferred issue.The rules also stipulate a floor interest rate of -0.4%. Most German...

10 YearShort term Elliottwave structure suggests that cycle from 3/16 peak, i.e. 2.00, has ended with wave W at 1.518. Rally from there is unfolding as a double three where wave (w) ended at 1.62 and...

To no one’s surprise, the Fed left rates unchanged at their June meeting. Their statement contained the following analysis of the U.S. economy: Information received since the Federal Open Market...

Over the past month, the global bond markets have been sending out signals that all is not well with the global economies. Initially, the surge in negative nominal rates in Europe and Japan rattled...

Low, Lower, LowestThe tax-free bond market spent the second quarter slowly grinding to lower and lower yields – especially in the longer-maturity end of the curve where the muni market has set...

Weekly Large Trader COT Report: 10 Year US Treasury Note CFTC Futures data shows speculators are bullish for 2nd week 10 Year Treasury Note Non-Commercial Positions: Large 10-year treasury note...

Falling in love is one of the greatest experiences on earth. However, it also leaves us blind to the flaws or shortcomings of our counterpart. That is how I feel about bonds right now with the U.S....