Bonds Analysis & Opinion

Weekly CFTC COT Net Speculator Report | U.S. 10-Year Treasury Note: Large Speculator 10 year note positions accelerated lower last week10 Year Treasuries: Large futures speculators sharply raised...

Dovishness Begets Excessive Risk Taking by SpeculatorsThe Fed minutes came out this past week and they mentioned the strong dollar and less than stellar growth out of Europe, basically more over...

If you have been paying close attention to the stock market, market internals/breadth and bonds for the past three months, you’ve likely come to the same conclusion that I have.Signs Of...

As long as there’s been debt, a way to resolve unpayable debt has needed to exist.A passage from Deuteronomy in the Bible talks about creditors canceling debts every seven years. Throughout 19th...

This week the index-linked auction is split between SEK500bn in the 6-year bond (SGBi3102) and SEK500bn in the 10-year bond (SGBi3109). Breakeven inflation rates have come down somewhat since the last...

Weekly MOF data shows that Japanese investors have remained net buyers of foreign bonds in recent months. After a weak start to the year that saw Japan investors shed nearly $58 bln of foreign bonds...

Weekly CFTC COT Net Speculator Report | 10 Year US Treasury Note Large Speculator 10 year note positions rise fall back to bearish side 10-Year Treasuries: Large futures speculators pushed...

If you have been paying close attention to the stock market, market internals/breadth, and bonds for the past three months, you’ve likely come to the same conclusion that I have. The US stock...

Today's ECB meeting was a bit of a disappointment. The main message from President Mario Draghi was that the ECB has introduced a significant amount of measures and that the impact still needs to be...

A quantitative run through of the Swedish Fixed Income market, starting with the Riksbank and Money Markets before moving on to government and mortgage bonds. To Read the Entire Report Please Click on...

Weekly CFTC COT Net Speculator Report | U.S. 10-Year Treasury Note Large Speculator 10 year note bearish positions rise to +8,844 contracts 10 Year Treasuries: Large futures speculators turned their...

In the late 1990's and 2007 the PIMCO High Yield fund (PHDAX) formed bearish rising wedges. Once support broke, the fund rallied to kiss the underside of the wedge and its 200-MA at each (1), then it...

Four points in the chart of the 20-Year Treasury ETF (ARCA:TLT) suggest that it's poised to take another step higher. After a pullback through most of September, the ETF found a bottom near the 113...

Nice reaction from contract lows going on for the U.S. 10-Year. The daily trend is now up according to my proprietary analytical tools and will remain up as long as price stays over 124.25. Next...