Bonds Analysis & Opinion

Bund continued higher as predicted for a move towards 146.84/86 and topped just above here at 146.92. Severely overbought short term so perhaps the topside is more limited today, but picking tops in...

My comments this evening stem from a Bloomberg.com article entitled Bond Market Has $900 Billion Mom-and-Pop Problem When Rates Rise.  A few excerpts with my comments: It’s never been...

U.S. 10-Year Corrective Bias above 124-23/24, but Firm Barrier at 124-31/ 125-00US 10yr future rebound riskA slightly positive tone on Tuesday, but still viewed as a digestion phase to start the...

A funny thing happened on the way to inflation... Long-term Treasury yields failed to rise as well. And although the shadow of the markets reaction is short relative to the daylight provided, the...

In previous posts I have discussed the Bond Bubble and its many facets, as my analyses indicates that the overall bond market is an exceedingly large asset bubble with immensely large and wide-ranging...

The Bond Trap  The American financial establishment has an incredible ability to celebrate the inconsequential while ignoring the vital. Last week, while The Wall Street...

Weekly CFTC COT Net Speculator Report U.S. 10-Year Treasuries: Large futures market speculators added to their net bearish bets in the 10-year treasury note futures for a third straight week last week...

Risk assets got a further boost this week from the continued dovish tone from Fed showing that the punch bowl will not be taken away any time soon – see Flash Comment: Fed statement balanced...

The chart above doesn’t look like much, but it represents a snapshot of the thinking of the Federal Open Market Committee (FOMC) on interest rates. Their communication has come a long way since...

The municipal bond market continued to roar ahead in the second quarter with long tax-free yields continuing their decline in April and May before rising slightly in June. Many of the same factors...

Three months ago I wrote here how there was Room Higher in Muni’s. At the time the Municipal Bond ETF (NYSE:MUB), had already moved off of a floor at 99 up to 106, or 7%. It turns out there was...

US 10 Year T-Note future negative theme intactOur stated view in our reports to clients all week has been “for a digestion tone early this week (capped at 124-23/24), but for downside pressures...

It's been a good year for bonds in just six months. Popular bond ETF iShares Barclays 20+ Year Treasury (ARCA:TLT) was up as much as 12% at the start of this month. Most investors would be happy to...

Jeffrey Gundlach`s OutlookJeffrey Gundlach of DoubleLine Capital LP says the 10-year U.S. Treasury note will likely trade in a range between 2.20 and 2.80 percent during the second half of the year....