Bonds Analysis & Opinion

Gilts hit our upper target of 112.80/85 and topped exactly here. Profit taking hit and prices fell back to Thursday's high of 112.12 to fill the gap. Just be aware that a gap lower this morning is...

Ten-Year Government of Canada Bond hit support at 137.45/44 and bottomed almost exactly here at 137.39, just above our short term buying opportunity at 137.34/30. We held this week's high at 137.96/99...

U.S. 10-Year Treasuries: Large futures market traders and speculators rebooted their net bearish bets in the 10-year treasury note futures after three straight weeks of declining bearish positions,...

Russian Invasion TensionIt occurred Friday morning while most traders were asleep in illiquid markets where the 10-Year was forced down to basically 2.35% in Yield first on Ukraine worries over the...

A colleague friend of mine recently mentioned a Death Cross that has presented itself on the 10-Year-yield chart. He showed that when in the past the 50-day moving average for 10-yr. yields has moved...

Quoting the beginning of a recent article at Bloomberg.com: As junk bonds plunge in value, many investors are wondering why. There’s no obvious explanation for the 1.5 percent decline in U.S....

Late last month I wondered if lower yields were signaling higher risk? The question still resonates. Indeed, the benchmark U.S. 10-Year Treasury yield is under 2.50% again, or near the lowest...

One of the arguments for why US Bonds are such an attractive investment even at these low yields is that relative to European Bonds the US Treasuries provide such a higher yield, but this analysis is...

Large Speculators net bearish positions fell to a total of just -5,806 contractsU.S. 10-Year Treasuries: Large futures market speculators decreased their net bearish bets in the 10-year treasury note...

After several months of quite complacency, investors were woken up Thursday by a sharp sell off driven by concerns over potential rising inflationary pressures, rising credit default risk and weak...

It is time to start fading the long-end driven fixed-income rally. Fed hikes are drawing closer, growth is picking up and positioning has become more square following a short squeeze in long-end USD...

Despite Wednesday's strong GDP print that reinvigorated the raise-rates camp and sparked an almost 4 percent rally in 10-year yields, we continue to feel these participants are once again placing the...

While many investors refuse to accept this fact, we are clearly marching toward higher treasury yields later in the year and in 2015. Even after today's bond selloff, we are still around the...

U.S. Treasury Bonds are still the ultimate winner, in spite of the balance sheet problems the US government faces. As the chart below illustrates, 20+ year Treasury bonds are outperforming every...