Bonds Analysis & Opinion

The US Treasury reported last week that in February Japan moved ahead of China and resumed its position as the largest foreign creditor of the US government, a position last held by Japan in 2008. In...

In Sweden, the week ahead contains only the labour force survey where we expect another lacklustre outcome demonstrating still high unemployment rates and softer employment growth. We expect decent...

Review International rates - more spread widening between EUR/USD European government bond yields have continued to fall as the ECB purchase programme continues unabated. The programme has...

You may thinkthat this is April 2015, and for those who follow the calendar that is exactly correct. A month ago I couldn’t let Fluffy out at night without exposing the little girl to frostbite....

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note CFTC Futures data shows speculators cut their bearish bets as 10-year yield was virtually unchangedUS 10 Year T-Note Treasuries: Large...

This recommendation was emailed to brokerage clients on April 17th 2015:On the radar:A minor flare up in Greece concern seems to have created a high probability bearish opportunity Treasuries. We like...

There is so much data flying around out there. From the Credit data we reviewed yesterday to weakening manufacturing and exports to employment up nicely one month and down big the next, to frisky...

Ten Year Potential Rising Megaphone Top (Red) within Rising Megaphone Top (Purple) The U.S. 10-Year T-Bill is failing to make an obvious megaphone retrace in a way that would usually mean it’s...

Milestones in Bond Insanity Two events happened this past week for the first time: negative yield on 10-Year government bonds and 100-year bonds by Mexico denominated in euros. Please consider, from...

The ECB is a month into what it has signaled will be at least an eighteen month asset-purchase program. It had begun buying asset-backed securities and covered bonds earlier, but starting last month...

I hate to sound paranoid but, boy, Murphy sure hates me. last month I wrote an article titled “A Risky (but Darned Exciting) Strategy for T-Bond Traders.” The simple idea detailed in the...

US T-Bond futures closed Friday, March 27 up nearly 12% from the February close. That was the 3rd largest monthly percent move since 1977 when my data begins and created a 3.61 standard deviation...

Friday’s disappointing news for US payrolls in March — the smallest gain in more than a year — has launched a new debate about the economy’s strength. It’s premature to...

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note CFTC Futures data shows speculators dropped their bearish bets through March 31st 10 Year Treasuries: Large 10-year treasury note...