Bonds Analysis & Opinion

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note Large Speculator U.S. 10-Year note bearish positions fall after 3 weeks of rises10 Year Treasuries: Large futures speculators cut back...

Today's Chart Of The Day is a look at the level, and movement, of "junk bond yields" as they relate to the broader stock market. While the media prefers to use the more "marketing friendly" term of...

The targeted long-term repo operations had not even been launched when the ECB announced its intention to buy asset-backed securities and covered bonds. It then began to buy covered bonds before the...

After going as high as 130,50 on October 15, 10-Year Treasuries have made a serious correction down to currently 127,75. The daily trend remains up, although positions need to have a stop at 127...

US 10-Year future better top threatOnce again, modest resistance at 128-105 has capped to leave increasing risk for a breach of 127-075 for a shift to a negative theme, reinforced through...

The drop in US bond yields is perhaps the biggest surprise for investors this year.  The gradual decline in Federal Reserve buying, faster growth and the prospects for a rate hike in 2015 were...

Let me ask you a personal question…Do you use protection? Because based on the recent, wild action in the markets, it seems as though many people have been practicing unsafe investing. Across...

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note Large Speculator 10 year note positions push lower last week to lowest level since May 10 Treasuries: Large futures speculators...

Is inflation dead? And monetary policy too? Portfolio allocation: long duration has not been enough over the past month. Amid an underweight of mortgage bonds, we keep our long duration versus...

The German 10-year bond has been pressured in the last two days, following nice gains since mid-September. There is support @ 150.50 and 150.05. Resistance @ 151, 151.35 and 151.55.German 10-year...

March/April I was quoted as saying the U.S. 10-Year yield won't break 2.72; August/September I said that it wouldn't break 2.66. Both held as the downtrend continued.At 2.09, a fresh downtrend is...

Yesterday’s markets were a rather sudden trip down memory lane for us macro watchers as echoes of 2011 and 2012 hammered prices. What I will say is that these moves do look like an over-reaction...

The ECB can continue to argue that economic conditions in the Eurozone are nothing like those in Japan. The markets say otherwise ...

10-year Treasuries may revisit the 128 handle after a long time in order to breakout and make a new 20-month high. This level is closely watched and may provide big resistance, but a breakout...