Bonds Analysis & Opinion

A multi-year increase in yields and drop in prices has begun[Note: I interchangebly refer to a rise in yields as being the equivilent of a decline in prices, and visa versa. Remember, rising yields...

As we head into a very busy week of economic data, the bond market remains drippy with the 10-year yield up to 2.59%. (Just writing that makes me laugh. Who would have thought, only a few years ago,...

The equity market has surpassed its 2007 peak already and the bullish cheerleaders are just jumping up and down for new record highs. However, there is one relationship that has yet to breakout...

As a follow-up to the Detroit-Muni Bond series we have published, here are additional views: 1. John Ruiz of Morgan Stanley Matrix offers this: "Note to cross-over buyers: if you see Meredith Whitney...

The debate is over. It is going to happen. No it is just about timing. Well, if you take a look at the charts of US Treasury yields, they are not waiting for the Bernanke to tell them it is time to...

Hedge fund managers are the most bearish on 10-year U.S. Treasurys in 16 months, according to a new survey, as they position for a winding down of the Federal Reserve’s bond buying program.Of...

The surge in Treasury yields that has occurred during the last three months has caused many analysts to pronounce that the secular bull market in bonds that began thirty years ago has ended. However,...

Don’t sweat it. That’s what municipal bond investors are being told by “respected” financial pundits in the aftermath of Detroit’s $18.5-billion bankruptcy filing –...

By now, we all know Detroit, once a notorious manufacturing hub in the U.S. economy, filed for bankruptcy. The city defaulted on its municipal bonds simply because it didn’t have the money to...

On CNBC yesterday, analyst Meredith Whitney commented that “everybody loses” from the Detroit declaration of bankruptcy.If that is the case, then why in the world are they seeking...

When the herd on Wall Street is moving to one side of the boat, I am inclined to start thinking about moving to the other. Or at the bare minimum, I want to consider getting to the middle.I make that...

The Reserve Bank of India decided it has had enough of rupee weakness and capital flight out of the country. The central bank is dealing with the problem by tightening liquidity conditions in the...

The dollar edged lower in Asia on Tuesday as the slide in U.S. Treasury yields over the past two weeks gave investors less incentive to buy the greenback, while a sharp fall in Portuguese bond yields...